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 (-1,29%)
-Broadcom $AVGO (+3,65%)
-Waste Management $WM (-3,29%)
-Zoetis $ZTS (-6,13%)
-Kawasaki Heavy $7012 (+1,28%)
-Intuitive $ISRG (-1,84%)
-Chipotle $CMG (-2,91%)
-Amgen $AMGN (+0,22%)
-Crowdstrike Hldg $CRWD (+4,26%)
-Vistra Corp $VST (-4,85%)
-Constellation PA $CEG (-2,38%)
-Amphenol $APH (-6,09%)
-Nestle $NESN (+1,1%)
-Monster Beverage $MNST (+9,23%) (I love Monster)
-AMD $AMD (+11,01%)
-Palo Alto Networks $PANW (+4,83%)
-Contemporary Amperex $3750 (-2,38%)
-Albermale $ALB (+2,06%)
-Synopsys $SNPS (+1,86%)
-Taiwan Semiconductor $TSM (-1,13%)
-Datadog $DDOG (+6,28%)
-Itochu $8001 (+2,63%)
-Eaton $ETN (+0,34%)
-Procter&Gamble $PG (-0,46%)
-Pepsico $PEP (-1,85%)
-Coca Cola $KO (-0,72%)
-Hims&Hers $HIMS (+10,88%)
-Kraken Robotics $PNG (-3,07%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+0,55%) and $BTC (-0,12%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.