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 (-0,73%)
-Broadcom $AVGO (-1,42%)
-Waste Management $WM (+0,06%)
-Zoetis $ZTS (-0,76%)
-Kawasaki Heavy $7012 (-1,03%)
-Intuitive $ISRG (-0,59%)
-Chipotle $CMG (-0,39%)
-Amgen $AMGN (-0,42%)
-Crowdstrike Hldg $CRWD (-0,99%)
-Vistra Corp $VST (-0,87%)
-Constellation PA $CEG (-0,82%)
-Amphenol $APH (-1,68%)
-Nestle $NESN (-0,63%)
-Monster Beverage $MNST (-0,18%) (I love Monster)
-AMD $AMD (-1,57%)
-Palo Alto Networks $PANW (-0,8%)
-Contemporary Amperex $3750 (+3,1%)
-Albermale $ALB (+0,05%)
-Synopsys $SNPS (-0,53%)
-Taiwan Semiconductor $TSM (-1,49%)
-Datadog $DDOG (-0,57%)
-Itochu $8001 (-1,42%)
-Eaton $ETN (-0,3%)
-Procter&Gamble $PG (+0,06%)
-Pepsico $PEP (+0,17%)
-Coca Cola $KO (-0,06%)
-Hims&Hers $HIMS (-2,08%)
-Kraken Robotics $PNG (+0,57%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (-0,63%) and $BTC (-2,93%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.