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 (+0,15 %)
-Broadcom $AVGO (-0,79 %)
-Waste Management $WM (+0,56 %)
-Zoetis $ZTS (+0,98 %)
-Kawasaki Heavy $7012 (-0,44 %)
-Intuitive $ISRG (+0 %)
-Chipotle $CMG (-1,11 %)
-Amgen $AMGN (+0,62 %)
-Crowdstrike Hldg $CRWD (-0,01 %)
-Vistra Corp $VST (+0,12 %)
-Constellation PA $CEG (+0,27 %)
-Amphenol $APH (-0,51 %)
-Nestle $NESN (+0,31 %)
-Monster Beverage $MNST (+0,29 %) (I love Monster)
-AMD $AMD (-1,55 %)
-Palo Alto Networks $PANW (-0,03 %)
-Contemporary Amperex $3750 (-1,56 %)
-Albermale $ALB (+0,65 %)
-Synopsys $SNPS (+0,52 %)
-Taiwan Semiconductor $TSM (-0,77 %)
-Datadog $DDOG (-0,37 %)
-Itochu $8001 (+1,9 %)
-Eaton $ETN (-1,51 %)
-Procter&Gamble $PG (+0,48 %)
-Pepsico $PEP (+0,1 %)
-Coca Cola $KO (+0,89 %)
-Hims&Hers $HIMS (-1,28 %)
-Kraken Robotics $PNG (+0,95 %)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+0,02 %) and $BTC (-0,2 %) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.