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 (-8,1%)
-Broadcom $AVGO (+1,26%)
-Waste Management $WM (-0,5%)
-Zoetis $ZTS (-1,27%)
-Kawasaki Heavy $7012 (-7,2%)
-Intuitive $ISRG (-2,17%)
-Chipotle $CMG (-0,34%)
-Amgen $AMGN (+0,83%)
-Crowdstrike Hldg $CRWD (+1,79%)
-Vistra Corp $VST (+0,98%)
-Constellation PA $CEG (+1,4%)
-Amphenol $APH (+1,24%)
-Nestle $NESN (+0,36%)
-Monster Beverage $MNST (+1,21%) (I love Monster)
-AMD $AMD (+7,8%)
-Palo Alto Networks $PANW (+1,95%)
-Contemporary Amperex $3750 (+8,47%)
-Albermale $ALB (+17,4%)
-Synopsys $SNPS (+1,55%)
-Taiwan Semiconductor $TSM (-3,06%)
-Datadog $DDOG (+2,83%)
-Itochu $8001 (+1,65%)
-Eaton $ETN (-0,58%)
-Procter&Gamble $PG (-0,03%)
-Pepsico $PEP (+2,53%)
-Coca Cola $KO (-0,11%)
-Hims&Hers $HIMS (+7,03%)
-Kraken Robotics $PNG (+2,67%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+0,34%) and $BTC (+0,42%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.