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 (-0,48%)
-Broadcom $AVGO (+0,74%)
-Waste Management $WM (-0,78%)
-Zoetis $ZTS (+3,11%)
-Kawasaki Heavy $7012 (-2,24%)
-Intuitive $ISRG (+1,19%)
-Chipotle $CMG (+4,73%)
-Amgen $AMGN (+1,49%)
-Crowdstrike Hldg $CRWD (+0,01%)
-Vistra Corp $VST (-1,88%)
-Constellation PA $CEG (+0,08%)
-Amphenol $APH (+2,31%)
-Nestle $NESN (+0,64%)
-Monster Beverage $MNST (+0,34%) (I love Monster)
-AMD $AMD (+0,7%)
-Palo Alto Networks $PANW (+2,15%)
-Contemporary Amperex $3750 (+2,75%)
-Albermale $ALB (+7,17%)
-Synopsys $SNPS (-0,37%)
-Taiwan Semiconductor $TSM (+0,7%)
-Datadog $DDOG (+0,25%)
-Itochu $8001 (+2,07%)
-Eaton $ETN (+0,91%)
-Procter&Gamble $PG (+1,22%)
-Pepsico $PEP (+0,9%)
-Coca Cola $KO (+0,47%)
-Hims&Hers $HIMS (+5,72%)
-Kraken Robotics $PNG (+2,49%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+0,53%) and $BTC (-1,65%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.