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 (+3,04%)
-Broadcom $AVGO (-3,58%)
-Waste Management $WM (+4,32%)
-Zoetis $ZTS (+3,68%)
-Kawasaki Heavy $7012 (-3,05%)
-Intuitive $ISRG (+3,58%)
-Chipotle $CMG (+0,1%)
-Amgen $AMGN (+2,51%)
-Crowdstrike Hldg $CRWD (-1,03%)
-Vistra Corp $VST (-10,1%)
-Constellation PA $CEG (-5,97%)
-Amphenol $APH (-7,36%)
-Nestle $NESN (+2,95%)
-Monster Beverage $MNST (+2,11%) (I love Monster)
-AMD $AMD (-8,32%)
-Palo Alto Networks $PANW (+1,75%)
-Contemporary Amperex $3750 (-7,01%)
-Albermale $ALB (-2,04%)
-Synopsys $SNPS (-6,1%)
-Taiwan Semiconductor $TSM (-4,61%)
-Datadog $DDOG (-6,13%)
-Itochu $8001 (+1,31%)
-Eaton $ETN (-6,86%)
-Procter&Gamble $PG (+5,82%)
-Pepsico $PEP (+4,19%)
-Coca Cola $KO (+2,95%)
-Hims&Hers $HIMS (-1,38%)
-Kraken Robotics $PNG (-3,91%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (-1,18%) and $BTC (-0,17%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.