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 (+2,37%)
-Broadcom $AVGO (-2,4%)
-Waste Management $WM (-0,52%)
-Zoetis $ZTS (-1,13%)
-Kawasaki Heavy $7012 (-4,14%)
-Intuitive $ISRG (-3,89%)
-Chipotle $CMG (+0,12%)
-Amgen $AMGN (-1,67%)
-Crowdstrike Hldg $CRWD (-0,49%)
-Vistra Corp $VST (-1,01%)
-Constellation PA $CEG (-0,91%)
-Amphenol $APH (-0,95%)
-Nestle $NESN (-0,89%)
-Monster Beverage $MNST (+0,39%) (I love Monster)
-AMD $AMD (+2,33%)
-Palo Alto Networks $PANW (-1,83%)
-Contemporary Amperex $3750 (-0,97%)
-Albermale $ALB (+0,35%)
-Synopsys $SNPS (-2,17%)
-Taiwan Semiconductor $TSM (+1,53%)
-Datadog $DDOG (-2,29%)
-Itochu $8001 (-1,37%)
-Eaton $ETN (-1,81%)
-Procter&Gamble $PG (-0,46%)
-Pepsico $PEP (-0,71%)
-Coca Cola $KO (+0,75%)
-Hims&Hers $HIMS (-3,47%)
-Kraken Robotics $PNG (+3,74%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (-0,61%) and $BTC (-0,25%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.