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 (-1,36%)
-Broadcom $AVGO (+1,93%)
-Waste Management $WM (+0,08%)
-Zoetis $ZTS (+0,33%)
-Kawasaki Heavy $7012 (+4,68%)
-Intuitive $ISRG (-0,77%)
-Chipotle $CMG (-0,23%)
-Amgen $AMGN (-0,02%)
-Crowdstrike Hldg $CRWD (-1,18%)
-Vistra Corp $VST (+1,2%)
-Constellation PA $CEG (+0,03%)
-Amphenol $APH (+2,54%)
-Nestle $NESN (-0,89%)
-Monster Beverage $MNST (-0,49%) (I love Monster)
-AMD $AMD (+3,97%)
-Palo Alto Networks $PANW (-0,11%)
-Contemporary Amperex $3750 (+4,61%)
-Albermale $ALB (+0,94%)
-Synopsys $SNPS (-0,29%)
-Taiwan Semiconductor $TSM (+1,98%)
-Datadog $DDOG (-1,56%)
-Itochu $8001 (+0,99%)
-Eaton $ETN (+1,76%)
-Procter&Gamble $PG (-0,64%)
-Pepsico $PEP (-0,54%)
-Coca Cola $KO (-0,9%)
-Hims&Hers $HIMS (-0,04%)
-Kraken Robotics $PNG (+0,55%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+0,36%) and $BTC (-1,24%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.