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 (-0,39%)
-Broadcom $AVGO (+0,15%)
-Waste Management $WM (+1,3%)
-Zoetis $ZTS (-0,62%)
-Kawasaki Heavy $7012 (-3,94%)
-Intuitive $ISRG (-1,23%)
-Chipotle $CMG (-4,73%)
-Amgen $AMGN (+0,33%)
-Crowdstrike Hldg $CRWD (+0,76%)
-Vistra Corp $VST (-5,18%)
-Constellation PA $CEG (-3,56%)
-Amphenol $APH (-2,62%)
-Nestle $NESN (+1,15%)
-Monster Beverage $MNST (-1,58%) (I love Monster)
-AMD $AMD (-3,16%)
-Palo Alto Networks $PANW (+1,21%)
-Contemporary Amperex $3750 (+1,65%)
-Albermale $ALB (-1,84%)
-Synopsys $SNPS (-1,03%)
-Taiwan Semiconductor $TSM (-4,34%)
-Datadog $DDOG (+2,85%)
-Itochu $8001 (-2,87%)
-Eaton $ETN (-2,13%)
-Procter&Gamble $PG (-0,28%)
-Pepsico $PEP (-1,76%)
-Coca Cola $KO (+0,05%)
-Hims&Hers $HIMS (-1,1%)
-Kraken Robotics $PNG (-4,95%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (-1,61%) and $BTC (-0,4%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.