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 (-1,61%)
-Broadcom $AVGO (-0,06%)
-Waste Management $WM (+0,14%)
-Zoetis $ZTS (-1,38%)
-Kawasaki Heavy $7012 (-0,24%)
-Intuitive $ISRG (+2,41%)
-Chipotle $CMG (-1,8%)
-Amgen $AMGN (-1,98%)
-Crowdstrike Hldg $CRWD (+8,57%)
-Vistra Corp $VST (-0,02%)
-Constellation PA $CEG (-0,46%)
-Amphenol $APH (+1,04%)
-Nestle $NESN (-1,68%)
-Monster Beverage $MNST (-2,11%) (I love Monster)
-AMD $AMD (+2,31%)
-Palo Alto Networks $PANW (+7,7%)
-Contemporary Amperex $3750 (+4,96%)
-Albermale $ALB (+1,97%)
-Synopsys $SNPS (+2,12%)
-Taiwan Semiconductor $TSM (+1,57%)
-Datadog $DDOG (+5,44%)
-Itochu $8001 (-0,82%)
-Eaton $ETN (+0,2%)
-Procter&Gamble $PG (-2,89%)
-Pepsico $PEP (-2,11%)
-Coca Cola $KO (-2,47%)
-Hims&Hers $HIMS (-3,68%)
-Kraken Robotics $PNG (-1,89%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (-0,17%) and $BTC (-1%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.