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 (-1 %)
-Broadcom $AVGO (-2,01 %)
-Waste Management $WM (+0,39 %)
-Zoetis $ZTS (+0,82 %)
-Kawasaki Heavy $7012 (-7,98 %)
-Intuitive $ISRG (+0,06 %)
-Chipotle $CMG (+0,08 %)
-Amgen $AMGN (-0,18 %)
-Crowdstrike Hldg $CRWD (+2,64 %)
-Vistra Corp $VST (+0,45 %)
-Constellation PA $CEG (+1,36 %)
-Amphenol $APH (-0,63 %)
-Nestle $NESN (+0,53 %)
-Monster Beverage $MNST (+0,16 %) (I love Monster)
-AMD $AMD (-1,49 %)
-Palo Alto Networks $PANW (+2,16 %)
-Contemporary Amperex $3750 (-0,95 %)
-Albermale $ALB (+0,28 %)
-Synopsys $SNPS (+0,42 %)
-Taiwan Semiconductor $TSM (+0,14 %)
-Datadog $DDOG (+2,05 %)
-Itochu $8001 (+0,46 %)
-Eaton $ETN (+0,83 %)
-Procter&Gamble $PG (-0,11 %)
-Pepsico $PEP (-0,78 %)
-Coca Cola $KO (+0,23 %)
-Hims&Hers $HIMS (+0,61 %)
-Kraken Robotics $PNG (-1,48 %)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+0,28 %) and $BTC (-2,45 %) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.