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 (+2,41 %)
-Broadcom $AVGO (+0,01 %)
-Waste Management $WM (-1,46 %)
-Zoetis $ZTS (+0,44 %)
-Kawasaki Heavy $7012 (+3,17 %)
-Intuitive $ISRG (+1,42 %)
-Chipotle $CMG (+0,42 %)
-Amgen $AMGN (+0,32 %)
-Crowdstrike Hldg $CRWD (-1,64 %)
-Vistra Corp $VST (+3,06 %)
-Constellation PA $CEG (+1,35 %)
-Amphenol $APH (+2,43 %)
-Nestle $NESN (+1,58 %)
-Monster Beverage $MNST (+0,45 %) (I love Monster)
-AMD $AMD (+2,77 %)
-Palo Alto Networks $PANW (-1,85 %)
-Contemporary Amperex $3750 (-3,87 %)
-Albermale $ALB (-0,11 %)
-Synopsys $SNPS (-0,14 %)
-Taiwan Semiconductor $TSM (+2,38 %)
-Datadog $DDOG (+0,32 %)
-Itochu $8001 (-1,96 %)
-Eaton $ETN (-1 %)
-Procter&Gamble $PG (+0,27 %)
-Pepsico $PEP (-0,57 %)
-Coca Cola $KO (-0,98 %)
-Hims&Hers $HIMS (+0,67 %)
-Kraken Robotics $PNG (-5,18 %)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+0,85 %) and $BTC (-0,25 %) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.