Already maxing boring stuff. Where would you park 200/month for 5yr upside without full casino risk?

37M, UK based but trading US equities.

For the last 2 months I have been auto investing 500/month into VWRP via ISA and 500/month into a Vanguard pension. That part is locked in and not changing. This post is not about that.

I want to allocate an additional 200/month into individual stocks for asymmetric upside over \~5 years. Not looking for 0DTE or meme lotto tickets, but also not looking for index hugging returns.

Goal is to concentrate capital into a small number of quality names where the upside comes from earnings growth or structural tailwinds, not pure multiple expansion hype.

Constraints:

• Monthly buys, not a lump sum

• 5 year horizon

• Will tolerate drawdowns, but not full capital wipe risk

• No leverage, no options for now

Question:

What sectors or specific tickers would you actually research today for this bucket, assuming you already have broad market exposure elsewhere?

Looking for reasoning, not ticker spam.