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 (+0,51%)
-Broadcom $AVGO (-1,95%)
-Waste Management $WM (+0,49%)
-Zoetis $ZTS (+0,21%)
-Kawasaki Heavy $7012 (+0,8%)
-Intuitive $ISRG (+1,12%)
-Chipotle $CMG (-0,08%)
-Amgen $AMGN (+0,83%)
-Crowdstrike Hldg $CRWD (+4,63%)
-Vistra Corp $VST (-0,73%)
-Constellation PA $CEG (-0,92%)
-Amphenol $APH (-1,22%)
-Nestle $NESN (-0,74%)
-Monster Beverage $MNST (+0,68%) (I love Monster)
-AMD $AMD (-3,05%)
-Palo Alto Networks $PANW (+2,49%)
-Contemporary Amperex $3750 (+1,36%)
-Albermale $ALB (-0,29%)
-Synopsys $SNPS (-0,15%)
-Taiwan Semiconductor $TSM (-2,21%)
-Datadog $DDOG (-0,1%)
-Itochu $8001 (+2,33%)
-Eaton $ETN (-1,24%)
-Procter&Gamble $PG (+0,66%)
-Pepsico $PEP (+0,45%)
-Coca Cola $KO (+0,82%)
-Hims&Hers $HIMS (-1,27%)
-Kraken Robotics $PNG (+0,35%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (-0,22%) and $BTC (+0,42%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.