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 (-2,28%)
-Broadcom $AVGO (-5,5%)
-Waste Management $WM (+0,52%)
-Zoetis $ZTS (+1,73%)
-Kawasaki Heavy $7012 (-8,21%)
-Intuitive $ISRG (+0,35%)
-Chipotle $CMG (+0,31%)
-Amgen $AMGN (-0,76%)
-Crowdstrike Hldg $CRWD (+0,31%)
-Vistra Corp $VST (-1,88%)
-Constellation PA $CEG (+0,31%)
-Amphenol $APH (-2,72%)
-Nestle $NESN (+0,98%)
-Monster Beverage $MNST (+1,98%) (I love Monster)
-AMD $AMD (-8,7%)
-Palo Alto Networks $PANW (+0,65%)
-Contemporary Amperex $3750 (-0,8%)
-Albermale $ALB (-1,51%)
-Synopsys $SNPS (-1,14%)
-Taiwan Semiconductor $TSM (-2,7%)
-Datadog $DDOG (+0,06%)
-Itochu $8001 (+1,14%)
-Eaton $ETN (-2,09%)
-Procter&Gamble $PG (+1,2%)
-Pepsico $PEP (+1,4%)
-Coca Cola $KO (+2,01%)
-Hims&Hers $HIMS (-0,95%)
-Kraken Robotics $PNG (-1,25%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (-0,27%) and $BTC (-1,28%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.