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 (-1,41%)
-Broadcom $AVGO (+2,22%)
-Waste Management $WM (-0,4%)
-Zoetis $ZTS (+0,19%)
-Kawasaki Heavy $7012 (+0,92%)
-Intuitive $ISRG (-1,28%)
-Chipotle $CMG (-0,95%)
-Amgen $AMGN (-0,81%)
-Crowdstrike Hldg $CRWD (+1,13%)
-Vistra Corp $VST (-1,28%)
-Constellation PA $CEG (-1,34%)
-Amphenol $APH (+1,64%)
-Nestle $NESN (+0,27%)
-Monster Beverage $MNST (+0,21%) (I love Monster)
-AMD $AMD (+2,85%)
-Palo Alto Networks $PANW (+1,71%)
-Contemporary Amperex $3750 (-0,5%)
-Albermale $ALB (-1,73%)
-Synopsys $SNPS (+0,52%)
-Taiwan Semiconductor $TSM (+2,69%)
-Datadog $DDOG (+1,22%)
-Itochu $8001 (-0,78%)
-Eaton $ETN (+1,04%)
-Procter&Gamble $PG (-0,15%)
-Pepsico $PEP (-0,44%)
-Coca Cola $KO (-1,02%)
-Hims&Hers $HIMS (-2,11%)
-Kraken Robotics $PNG (-5,41%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+0,52%) and $BTC (+1,11%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.