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 (+0,74%)
-Broadcom $AVGO (-3,67%)
-Waste Management $WM (+1,32%)
-Zoetis $ZTS (-0,12%)
-Kawasaki Heavy $7012 (-1,17%)
-Intuitive $ISRG (+0,55%)
-Chipotle $CMG (+3,7%)
-Amgen $AMGN (-0,5%)
-Crowdstrike Hldg $CRWD (+0,5%)
-Vistra Corp $VST (-0,37%)
-Constellation PA $CEG (+2,85%)
-Amphenol $APH (-1,51%)
-Nestle $NESN (+0%)
-Monster Beverage $MNST (-0,09%) (I love Monster)
-AMD $AMD (-4,01%)
-Palo Alto Networks $PANW (+1,33%)
-Contemporary Amperex $3750 (+1,71%)
-Albermale $ALB (+0,09%)
-Synopsys $SNPS (-2,42%)
-Taiwan Semiconductor $TSM (-2,63%)
-Datadog $DDOG (-0,22%)
-Itochu $8001 (-0,29%)
-Eaton $ETN (-1,86%)
-Procter&Gamble $PG (+1,2%)
-Pepsico $PEP (+1,16%)
-Coca Cola $KO (+1,32%)
-Hims&Hers $HIMS (+0,1%)
-Kraken Robotics $PNG (-1,8%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (-0,98%) and $BTC (+0,92%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.