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 (+0,48%)
-Broadcom $AVGO (-3,08%)
-Waste Management $WM (+2,64%)
-Zoetis $ZTS (+0,61%)
-Kawasaki Heavy $7012 (-5,45%)
-Intuitive $ISRG (-0,47%)
-Chipotle $CMG (+2,15%)
-Amgen $AMGN (+1,07%)
-Crowdstrike Hldg $CRWD (+1,01%)
-Vistra Corp $VST (-1,12%)
-Constellation PA $CEG (-0,18%)
-Amphenol $APH (-3,78%)
-Nestle $NESN (+2,44%)
-Monster Beverage $MNST (+0,45%) (I love Monster)
-AMD $AMD (-5,32%)
-Palo Alto Networks $PANW (+1,36%)
-Contemporary Amperex $3750 (-3,85%)
-Albermale $ALB (-3,04%)
-Synopsys $SNPS (+2,29%)
-Taiwan Semiconductor $TSM (-5,68%)
-Datadog $DDOG (+0,47%)
-Itochu $8001 (-0,43%)
-Eaton $ETN (-5,37%)
-Procter&Gamble $PG (+2,23%)
-Pepsico $PEP (+1,27%)
-Coca Cola $KO (+1,02%)
-Hims&Hers $HIMS (+1,92%)
-Kraken Robotics $PNG (-0,95%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (-1,51%) and $BTC (-2,77%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.