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 (-2,05 %)
-Broadcom $AVGO (-2,05 %)
-Waste Management $WM (+0,06 %)
-Zoetis $ZTS (-1,29 %)
-Kawasaki Heavy $7012 (+1,71 %)
-Intuitive $ISRG (-0,16 %)
-Chipotle $CMG (-0,82 %)
-Amgen $AMGN (+0,42 %)
-Crowdstrike Hldg $CRWD (+0,89 %)
-Vistra Corp $VST (-1,47 %)
-Constellation PA $CEG (-0,83 %)
-Amphenol $APH (-1,91 %)
-Nestle $NESN (+0,88 %)
-Monster Beverage $MNST (+0,06 %) (I love Monster)
-AMD $AMD (-2,32 %)
-Palo Alto Networks $PANW (+0,26 %)
-Contemporary Amperex $3750 (-0,94 %)
-Albermale $ALB (-2,93 %)
-Synopsys $SNPS (-1,38 %)
-Taiwan Semiconductor $TSM (-1,42 %)
-Datadog $DDOG (-0,49 %)
-Itochu $8001 (-1,65 %)
-Eaton $ETN (-0,38 %)
-Procter&Gamble $PG (+0,38 %)
-Pepsico $PEP (+0,85 %)
-Coca Cola $KO (+0,44 %)
-Hims&Hers $HIMS (-1,34 %)
-Kraken Robotics $PNG (-5,41 %)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (-1,26 %) and $BTC (+2,02 %) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.