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 (-1,51%)
-Broadcom $AVGO (+2,2%)
-Waste Management $WM (-0,12%)
-Zoetis $ZTS (+2,87%)
-Kawasaki Heavy $7012 (+1,59%)
-Intuitive $ISRG (+2,83%)
-Chipotle $CMG (+1,85%)
-Amgen $AMGN (+2,29%)
-Crowdstrike Hldg $CRWD (+1,54%)
-Vistra Corp $VST (-0,34%)
-Constellation PA $CEG (-1,18%)
-Amphenol $APH (+1,77%)
-Nestle $NESN (+0,86%)
-Monster Beverage $MNST (+0,95%) (I love Monster)
-AMD $AMD (+0,32%)
-Palo Alto Networks $PANW (+0,41%)
-Contemporary Amperex $3750 (-1,99%)
-Albermale $ALB (-8,05%)
-Synopsys $SNPS (+1,39%)
-Taiwan Semiconductor $TSM (+2,02%)
-Datadog $DDOG (+1,9%)
-Itochu $8001 (-0,12%)
-Eaton $ETN (+3,81%)
-Procter&Gamble $PG (+2,67%)
-Pepsico $PEP (-0,66%)
-Coca Cola $KO (+0,78%)
-Hims&Hers $HIMS (+6,52%)
-Kraken Robotics $PNG (+1,86%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+1,27%) and $BTC (-0,18%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.