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 (-2,49%)
-Broadcom $AVGO (-2,33%)
-Waste Management $WM (+0,56%)
-Zoetis $ZTS (-1,65%)
-Kawasaki Heavy $7012 (+1,71%)
-Intuitive $ISRG (-0,24%)
-Chipotle $CMG (-0,73%)
-Amgen $AMGN (+0,08%)
-Crowdstrike Hldg $CRWD (+1,25%)
-Vistra Corp $VST (-2,05%)
-Constellation PA $CEG (-1,34%)
-Amphenol $APH (-1,78%)
-Nestle $NESN (+0,66%)
-Monster Beverage $MNST (+0,9%) (I love Monster)
-AMD $AMD (-2,46%)
-Palo Alto Networks $PANW (-0,09%)
-Contemporary Amperex $3750 (-0,19%)
-Albermale $ALB (-2,6%)
-Synopsys $SNPS (-1,18%)
-Taiwan Semiconductor $TSM (-1,74%)
-Datadog $DDOG (-0,57%)
-Itochu $8001 (-1,63%)
-Eaton $ETN (-1,31%)
-Procter&Gamble $PG (+0,3%)
-Pepsico $PEP (+0,82%)
-Coca Cola $KO (+0,66%)
-Hims&Hers $HIMS (-2,01%)
-Kraken Robotics $PNG (-3,42%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (-1,39%) and $BTC (+2,11%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.