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 (-1,61 %)
-Broadcom $AVGO (-0,06 %)
-Waste Management $WM (+0,14 %)
-Zoetis $ZTS (-1,38 %)
-Kawasaki Heavy $7012 (-0,24 %)
-Intuitive $ISRG (+2,41 %)
-Chipotle $CMG (-1,8 %)
-Amgen $AMGN (-1,98 %)
-Crowdstrike Hldg $CRWD (+8,57 %)
-Vistra Corp $VST (-0,02 %)
-Constellation PA $CEG (-0,46 %)
-Amphenol $APH (+1,04 %)
-Nestle $NESN (-1,68 %)
-Monster Beverage $MNST (-2,11 %) (I love Monster)
-AMD $AMD (+2,31 %)
-Palo Alto Networks $PANW (+7,7 %)
-Contemporary Amperex $3750 (+4,96 %)
-Albermale $ALB (+1,97 %)
-Synopsys $SNPS (+2,12 %)
-Taiwan Semiconductor $TSM (+1,57 %)
-Datadog $DDOG (+5,44 %)
-Itochu $8001 (-0,82 %)
-Eaton $ETN (+0,2 %)
-Procter&Gamble $PG (-2,89 %)
-Pepsico $PEP (-2,11 %)
-Coca Cola $KO (-2,47 %)
-Hims&Hers $HIMS (-3,68 %)
-Kraken Robotics $PNG (-1,89 %)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (-0,17 %) and $BTC (-0,94 %) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.