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 (-0,12%)
-Broadcom $AVGO (-2,75%)
-Waste Management $WM (-2,21%)
-Zoetis $ZTS (-0,85%)
-Kawasaki Heavy $7012 (+2,9%)
-Intuitive $ISRG (-0,36%)
-Chipotle $CMG (+1,18%)
-Amgen $AMGN (+0,26%)
-Crowdstrike Hldg $CRWD (-2,39%)
-Vistra Corp $VST (-1,84%)
-Constellation PA $CEG (+0,31%)
-Amphenol $APH (+0,67%)
-Nestle $NESN (+1,28%)
-Monster Beverage $MNST (+0,88%) (I love Monster)
-AMD $AMD (+11,93%)
-Palo Alto Networks $PANW (+1,48%)
-Contemporary Amperex $3750 (+1,11%)
-Albermale $ALB (+4,52%)
-Synopsys $SNPS (-1,16%)
-Taiwan Semiconductor $TSM (+5,63%)
-Datadog $DDOG (-2,08%)
-Itochu $8001 (+1,51%)
-Eaton $ETN (+1,65%)
-Procter&Gamble $PG (+1,83%)
-Pepsico $PEP (+0,3%)
-Coca Cola $KO (+0,69%)
-Hims&Hers $HIMS (+1,2%)
-Kraken Robotics $PNG (+0,73%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+2,1%) and $BTC (-0,22%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.