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 (-1,68 %)
-Broadcom $AVGO (+2,51 %)
-Waste Management $WM (+0,83 %)
-Zoetis $ZTS (-1,01 %)
-Kawasaki Heavy $7012 (+15,49 %)
-Intuitive $ISRG (+0,02 %)
-Chipotle $CMG (-0,3 %)
-Amgen $AMGN (-2,8 %)
-Crowdstrike Hldg $CRWD (+2,47 %)
-Vistra Corp $VST (+1,01 %)
-Constellation PA $CEG (+3,35 %)
-Amphenol $APH (+3,83 %)
-Nestle $NESN (-0,31 %)
-Monster Beverage $MNST (-1,53 %) (I love Monster)
-AMD $AMD (+2,83 %)
-Palo Alto Networks $PANW (+3,62 %)
-Contemporary Amperex $3750 (+6,95 %)
-Albermale $ALB (-0,16 %)
-Synopsys $SNPS (+2,23 %)
-Taiwan Semiconductor $TSM (+1,19 %)
-Datadog $DDOG (+2,54 %)
-Itochu $8001 (+0,4 %)
-Eaton $ETN (+0,41 %)
-Procter&Gamble $PG (-1,92 %)
-Pepsico $PEP (-2,9 %)
-Coca Cola $KO (-1,83 %)
-Hims&Hers $HIMS (-9,31 %)
-Kraken Robotics $PNG (-0,55 %)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (-0,01 %) and $BTC (-1,87 %) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.