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 (+1,26%)
-Broadcom $AVGO
-Waste Management $WM
-Zoetis $ZTS
-Kawasaki Heavy $7012 (-5,81%)
-Intuitive $ISRG
-Chipotle $CMG
-Amgen $AMGN
-Crowdstrike Hldg $CRWD
-Vistra Corp $VST
-Constellation PA $CEG
-Amphenol $APH
-Nestle $NESN
-Monster Beverage $MNST (I love Monster)
-AMD $AMD
-Palo Alto Networks $PANW
-Contemporary Amperex $3750 (-3,21%)
-Albermale $ALB
-Synopsys $SNPS
-Taiwan Semiconductor $TSM
-Datadog $DDOG
-Itochu $8001 (+13,59%)
-Eaton $ETN
-Procter&Gamble $PG
-Pepsico $PEP
-Coca Cola $KO
-Hims&Hers $HIMS
-Kraken Robotics $PNG
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL and $BTC (-0,17%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.