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 (+0,73 %)
-Broadcom $AVGO (+1,01 %)
-Waste Management $WM (-0,23 %)
-Zoetis $ZTS (+1,51 %)
-Kawasaki Heavy $7012 (+5,93 %)
-Intuitive $ISRG (+2,51 %)
-Chipotle $CMG (+0,97 %)
-Amgen $AMGN (-0,26 %)
-Crowdstrike Hldg $CRWD (+0,48 %)
-Vistra Corp $VST (+2,63 %)
-Constellation PA $CEG (+1,67 %)
-Amphenol $APH (+3,71 %)
-Nestle $NESN (+0,08 %)
-Monster Beverage $MNST (+0,64 %) (I love Monster)
-AMD $AMD (+1,49 %)
-Palo Alto Networks $PANW (+2,37 %)
-Contemporary Amperex $3750 (-0,57 %)
-Albermale $ALB (-0,66 %)
-Synopsys $SNPS (+1,49 %)
-Taiwan Semiconductor $TSM (+2,3 %)
-Datadog $DDOG (-0,47 %)
-Itochu $8001 (+0,49 %)
-Eaton $ETN (+2,79 %)
-Procter&Gamble $PG (+0,82 %)
-Pepsico $PEP (-0,08 %)
-Coca Cola $KO (+0,26 %)
-Hims&Hers $HIMS (+2,89 %)
-Kraken Robotics $PNG (+6,79 %)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+1,17 %) and $BTC (-0,05 %) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.