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 (-2,35%)
-Broadcom $AVGO (-0,69%)
-Waste Management $WM (+0,67%)
-Zoetis $ZTS (+1,59%)
-Kawasaki Heavy $7012 (+0,59%)
-Intuitive $ISRG (-1,38%)
-Chipotle $CMG (+2,9%)
-Amgen $AMGN (+0,2%)
-Crowdstrike Hldg $CRWD (-5,31%)
-Vistra Corp $VST (+0,77%)
-Constellation PA $CEG (+0,62%)
-Amphenol $APH (-1,92%)
-Nestle $NESN (+0,23%)
-Monster Beverage $MNST (+0,76%) (I love Monster)
-AMD $AMD (+1,47%)
-Palo Alto Networks $PANW (-3,54%)
-Contemporary Amperex $3750 (-7,84%)
-Albermale $ALB (-1,88%)
-Synopsys $SNPS (+1,49%)
-Taiwan Semiconductor $TSM (-0,26%)
-Datadog $DDOG (-3,61%)
-Itochu $8001 (-1,23%)
-Eaton $ETN (+0,68%)
-Procter&Gamble $PG (+0,67%)
-Pepsico $PEP (-0,29%)
-Coca Cola $KO (+1,34%)
-Hims&Hers $HIMS (-2,1%)
-Kraken Robotics $PNG (+8,21%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+0,61%) and $BTC (+0,9%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.