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 (-0,79%)
-Broadcom $AVGO (+5,03%)
-Waste Management $WM (-4,78%)
-Zoetis $ZTS (-2,69%)
-Kawasaki Heavy $7012 (+2,61%)
-Intuitive $ISRG (-0,84%)
-Chipotle $CMG (+9,6%)
-Amgen $AMGN (-0,47%)
-Crowdstrike Hldg $CRWD (+0,8%)
-Vistra Corp $VST (+4,51%)
-Constellation PA $CEG (+3,27%)
-Amphenol $APH (+6,57%)
-Nestle $NESN (+0,62%)
-Monster Beverage $MNST (-1,39%) (I love Monster)
-AMD $AMD (+14,79%)
-Palo Alto Networks $PANW (+0,14%)
-Contemporary Amperex $3750 (+0,74%)
-Albermale $ALB (+3,71%)
-Synopsys $SNPS (-1,97%)
-Taiwan Semiconductor $TSM (+8,33%)
-Datadog $DDOG (+1,39%)
-Itochu $8001 (+1,58%)
-Eaton $ETN (+5,89%)
-Procter&Gamble $PG (-1,78%)
-Pepsico $PEP (-3,18%)
-Coca Cola $KO (-1,62%)
-Hims&Hers $HIMS (+9,26%)
-Kraken Robotics $PNG (+1,42%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+1,93%) and $BTC (+0,09%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.