Dear Getquinners,
I would be interested in your opinion again.
I would like to expand my portfolio with a few shares in the long term.
Long-term investment is my goal with good growth (target at least 10-12% annually), dividends are nice but not a must, may also have some risk (of course the position size will be adjusted accordingly).
Which positions would you punch (Austrian for sell🤣) from the existing ones in the portfolio or just add to them?
Stocks that I find interesting as additions:
-Netflix $NFLX (+0,44 %)
-Broadcom $AVGO (+1,28 %)
-Waste Management $WM (+0,37 %)
-Zoetis $ZTS (+0,29 %)
-Kawasaki Heavy $7012 (-0,58 %)
-Intuitive $ISRG (+0,55 %)
-Chipotle $CMG (+1,46 %)
-Amgen $AMGN (+0,05 %)
-Crowdstrike Hldg $CRWD (+1,01 %)
-Vistra Corp $VST (+1,07 %)
-Constellation PA $CEG (+0,68 %)
-Amphenol $APH (+0,58 %)
-Nestle $NESN (-1,13 %)
-Monster Beverage $MNST (-0,2 %) (I love Monster)
-AMD $AMD (+2,19 %)
-Palo Alto Networks $PANW (+0,57 %)
-Contemporary Amperex $3750 (+2,94 %)
-Albermale $ALB (+1,03 %)
-Synopsys $SNPS (+0,88 %)
-Taiwan Semiconductor $TSM (+0,51 %)
-Datadog $DDOG (+1,11 %)
-Itochu $8001 (+1,54 %)
-Eaton $ETN (-4,53 %)
-Procter&Gamble $PG (+0,04 %)
-Pepsico $PEP (-0,07 %)
-Coca Cola $KO (-0,31 %)
-Hims&Hers $HIMS (+0,9 %)
-Kraken Robotics $PNG (-0,62 %)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+0,64 %) and $BTC (+1,48 %) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.