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 (-0,97%)
-Broadcom $AVGO (-2,01%)
-Waste Management $WM (-0,17%)
-Zoetis $ZTS (-1,28%)
-Kawasaki Heavy $7012 (-4,93%)
-Intuitive $ISRG (-0,64%)
-Chipotle $CMG (-1,53%)
-Amgen $AMGN (-0,38%)
-Crowdstrike Hldg $CRWD (-0,87%)
-Vistra Corp $VST (-2,62%)
-Constellation PA $CEG (-3,24%)
-Amphenol $APH (-2,8%)
-Nestle $NESN (-0,39%)
-Monster Beverage $MNST (+0,24%) (I love Monster)
-AMD $AMD (-2,3%)
-Palo Alto Networks $PANW (-1,26%)
-Contemporary Amperex $3750 (+0,57%)
-Albermale $ALB (-3,8%)
-Synopsys $SNPS (-1,47%)
-Taiwan Semiconductor $TSM (-2,04%)
-Datadog $DDOG (-2,07%)
-Itochu $8001 (-3,85%)
-Eaton $ETN (-4,36%)
-Procter&Gamble $PG (-0,57%)
-Pepsico $PEP (-0,34%)
-Coca Cola $KO (-0,44%)
-Hims&Hers $HIMS (-1,56%)
-Kraken Robotics $PNG (+2,22%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (-1,6%) and $BTC (-2,4%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.