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 (-1,26 %)
-Broadcom $AVGO (+2,77 %)
-Waste Management $WM (+0,33 %)
-Zoetis $ZTS (+0,34 %)
-Kawasaki Heavy $7012 (+2,47 %)
-Intuitive $ISRG (-2,92 %)
-Chipotle $CMG (-0,17 %)
-Amgen $AMGN (-1 %)
-Crowdstrike Hldg $CRWD (+1,37 %)
-Vistra Corp $VST (+0,75 %)
-Constellation PA $CEG (-0,9 %)
-Amphenol $APH (+1,95 %)
-Nestle $NESN (+0,39 %)
-Monster Beverage $MNST (+1,57 %) (I love Monster)
-AMD $AMD (+2,73 %)
-Palo Alto Networks $PANW (+1,41 %)
-Contemporary Amperex $3750 (-0,6 %)
-Albermale $ALB (-0,76 %)
-Synopsys $SNPS (-0,06 %)
-Taiwan Semiconductor $TSM (+3,06 %)
-Datadog $DDOG (+0 %)
-Itochu $8001 (-0,64 %)
-Eaton $ETN (-0,15 %)
-Procter&Gamble $PG (+0,26 %)
-Pepsico $PEP (+0,14 %)
-Coca Cola $KO (-0,64 %)
-Hims&Hers $HIMS (-1,34 %)
-Kraken Robotics $PNG (-3,45 %)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+0,77 %) and $BTC (+0,02 %) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.