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 (+2,55%)
-Broadcom $AVGO (+5,1%)
-Waste Management $WM (+1,93%)
-Zoetis $ZTS (+0,57%)
-Kawasaki Heavy $7012 (+0,13%)
-Intuitive $ISRG (+0,52%)
-Chipotle $CMG (+2,33%)
-Amgen $AMGN (+0,45%)
-Crowdstrike Hldg $CRWD (+1,98%)
-Vistra Corp $VST (+3,17%)
-Constellation PA $CEG (+2,77%)
-Amphenol $APH (+0,68%)
-Nestle $NESN (-1,26%)
-Monster Beverage $MNST (-0,02%) (I love Monster)
-AMD $AMD (+9,23%)
-Palo Alto Networks $PANW (+2,61%)
-Contemporary Amperex $3750 (+4,5%)
-Albermale $ALB (+2,59%)
-Synopsys $SNPS (+0,73%)
-Taiwan Semiconductor $TSM (+5,07%)
-Datadog $DDOG (+4,01%)
-Itochu $8001 (+1,34%)
-Eaton $ETN (+2,75%)
-Procter&Gamble $PG (+0,13%)
-Pepsico $PEP (+0,74%)
-Coca Cola $KO (+1,36%)
-Hims&Hers $HIMS (+9,5%)
-Kraken Robotics $PNG (+2,08%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+1,65%) and $BTC (-0,01%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.