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 (+0,21 %)
-Broadcom $AVGO (+1,48 %)
-Waste Management $WM (+0,36 %)
-Zoetis $ZTS (+0,06 %)
-Kawasaki Heavy $7012 (+6,07 %)
-Intuitive $ISRG (+0,42 %)
-Chipotle $CMG (+0,53 %)
-Amgen $AMGN (-0,31 %)
-Crowdstrike Hldg $CRWD (+0,37 %)
-Vistra Corp $VST (+0,57 %)
-Constellation PA $CEG (+0,45 %)
-Amphenol $APH (+0,42 %)
-Nestle $NESN (+0,67 %)
-Monster Beverage $MNST (+0,36 %) (I love Monster)
-AMD $AMD (+3,08 %)
-Palo Alto Networks $PANW (+0,28 %)
-Contemporary Amperex $3750 (-0,95 %)
-Albermale $ALB (+0,98 %)
-Synopsys $SNPS (+0,06 %)
-Taiwan Semiconductor $TSM (+1,43 %)
-Datadog $DDOG (+0,7 %)
-Itochu $8001 (+0,86 %)
-Eaton $ETN (+0,56 %)
-Procter&Gamble $PG (+0,14 %)
-Pepsico $PEP (+0,02 %)
-Coca Cola $KO (-0,04 %)
-Hims&Hers $HIMS (+0,52 %)
-Kraken Robotics $PNG (-1,45 %)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+0,46 %) and $BTC (-1,13 %) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.