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 (-0,45%)
-Broadcom $AVGO (+2,92%)
-Waste Management $WM (-1,44%)
-Zoetis $ZTS (-0,91%)
-Kawasaki Heavy $7012 (-0,37%)
-Intuitive $ISRG (+0,16%)
-Chipotle $CMG (-1,08%)
-Amgen $AMGN (+0,22%)
-Crowdstrike Hldg $CRWD (+8,15%)
-Vistra Corp $VST (-0,35%)
-Constellation PA $CEG (+0,41%)
-Amphenol $APH (+0,21%)
-Nestle $NESN (-0,99%)
-Monster Beverage $MNST (-0,58%) (I love Monster)
-AMD $AMD (-0,98%)
-Palo Alto Networks $PANW (+7,81%)
-Contemporary Amperex $3750 (+1,69%)
-Albermale $ALB (-1,15%)
-Synopsys $SNPS (-1,45%)
-Taiwan Semiconductor $TSM (-1,1%)
-Datadog $DDOG (+7,22%)
-Itochu $8001 (+0,02%)
-Eaton $ETN (-0,49%)
-Procter&Gamble $PG (-1,84%)
-Pepsico $PEP (-1,42%)
-Coca Cola $KO (-1,78%)
-Hims&Hers $HIMS (+2,74%)
-Kraken Robotics $PNG (-3,45%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (-0,06%) and $BTC (+0,05%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.