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 (+1,73%)
-Broadcom $AVGO (-0,07%)
-Waste Management $WM (-0,53%)
-Zoetis $ZTS (+0,72%)
-Kawasaki Heavy $7012 (+0,71%)
-Intuitive $ISRG (-0,07%)
-Chipotle $CMG (-0,09%)
-Amgen $AMGN (-1%)
-Crowdstrike Hldg $CRWD (-0,2%)
-Vistra Corp $VST (-0,51%)
-Constellation PA $CEG (-0,99%)
-Amphenol $APH (+0,11%)
-Nestle $NESN (-0,87%)
-Monster Beverage $MNST (+0,08%) (I love Monster)
-AMD $AMD (-0,68%)
-Palo Alto Networks $PANW (-0,38%)
-Contemporary Amperex $3750 (-0,39%)
-Albermale $ALB (+0,12%)
-Synopsys $SNPS (-0,19%)
-Taiwan Semiconductor $TSM (+0,62%)
-Datadog $DDOG (-0,52%)
-Itochu $8001 (+0,23%)
-Eaton $ETN (+0,54%)
-Procter&Gamble $PG (+0,34%)
-Pepsico $PEP (-0,33%)
-Coca Cola $KO (+0,03%)
-Hims&Hers $HIMS (-2,21%)
-Kraken Robotics $PNG (-2,95%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (-0,37%) and $BTC (+0,25%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.