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 (-1,68%)
-Broadcom $AVGO (+2,51%)
-Waste Management $WM (+0,83%)
-Zoetis $ZTS (-1,01%)
-Kawasaki Heavy $7012 (+15,49%)
-Intuitive $ISRG (+0,02%)
-Chipotle $CMG (-0,3%)
-Amgen $AMGN (-2,8%)
-Crowdstrike Hldg $CRWD (+2,47%)
-Vistra Corp $VST (+1,01%)
-Constellation PA $CEG (+3,35%)
-Amphenol $APH (+3,83%)
-Nestle $NESN (-0,31%)
-Monster Beverage $MNST (-1,53%) (I love Monster)
-AMD $AMD (+2,83%)
-Palo Alto Networks $PANW (+3,62%)
-Contemporary Amperex $3750 (+6,95%)
-Albermale $ALB (-0,16%)
-Synopsys $SNPS (+2,23%)
-Taiwan Semiconductor $TSM (+1,19%)
-Datadog $DDOG (+2,54%)
-Itochu $8001 (+0,4%)
-Eaton $ETN (+0,41%)
-Procter&Gamble $PG (-1,92%)
-Pepsico $PEP (-2,9%)
-Coca Cola $KO (-1,83%)
-Hims&Hers $HIMS (-9,31%)
-Kraken Robotics $PNG (-0,55%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (-0,01%) and $BTC (-0,85%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.