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 (+0,37%)
-Broadcom $AVGO (-2,75%)
-Waste Management $WM (+0,94%)
-Zoetis $ZTS (-0,21%)
-Kawasaki Heavy $7012 (-2,13%)
-Intuitive $ISRG (-1,34%)
-Chipotle $CMG (+2,53%)
-Amgen $AMGN (+0,64%)
-Crowdstrike Hldg $CRWD (-0,07%)
-Vistra Corp $VST (-0,27%)
-Constellation PA $CEG (+0,72%)
-Amphenol $APH (-0,83%)
-Nestle $NESN (+0,42%)
-Monster Beverage $MNST (+1,94%) (I love Monster)
-AMD $AMD (-3,61%)
-Palo Alto Networks $PANW (-1,81%)
-Contemporary Amperex $3750 (-1,94%)
-Albermale $ALB (-0,98%)
-Synopsys $SNPS (-0,74%)
-Taiwan Semiconductor $TSM (-1,81%)
-Datadog $DDOG (-3,89%)
-Itochu $8001 (+2,14%)
-Eaton $ETN (-2,64%)
-Procter&Gamble $PG (+1,35%)
-Pepsico $PEP (+0,66%)
-Coca Cola $KO (+1,27%)
-Hims&Hers $HIMS (-7,77%)
-Kraken Robotics $PNG (-3,04%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (-0,19%) and $BTC (+1,47%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.