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 (+0,87%)
-Broadcom $AVGO (-2,08%)
-Waste Management $WM (+1,55%)
-Zoetis $ZTS (-0,55%)
-Kawasaki Heavy $7012 (+3%)
-Intuitive $ISRG (+1,09%)
-Chipotle $CMG (+1,69%)
-Amgen $AMGN (+0,58%)
-Crowdstrike Hldg $CRWD (+4,18%)
-Vistra Corp $VST (+4,62%)
-Constellation PA $CEG (+4,91%)
-Amphenol $APH (+0,74%)
-Nestle $NESN (+1,31%)
-Monster Beverage $MNST (-1,11%) (I love Monster)
-AMD $AMD (+0,05%)
-Palo Alto Networks $PANW (+2,79%)
-Contemporary Amperex $3750 (-0,35%)
-Albermale $ALB (+3,39%)
-Synopsys $SNPS (+3,19%)
-Taiwan Semiconductor $TSM (-1,36%)
-Datadog $DDOG (-0,91%)
-Itochu $8001 (+2,34%)
-Eaton $ETN (-0,14%)
-Procter&Gamble $PG (-0,66%)
-Pepsico $PEP (-1,3%)
-Coca Cola $KO (-0,47%)
-Hims&Hers $HIMS (+3,34%)
-Kraken Robotics $PNG (+1,11%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (-0,13%) and $BTC (-0,67%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.