Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-0.36%) at the end/beginning of the year. I have reinvested almost all of the liquidity freed up as a result in small-mid caps. I also see further potential here in the coming years due to more flexible adaptability (with regard to the USA) and financing costs. At the beginning of the year $SESG (+1.04%)
$NA9 (-2.22%)
$TNIE (+4.92%)
$KTN (-1.38%)
$ALCRB (+2.75%)
$DSFIR (+2.46%) made it into my portfolio. Today, I swapped the pipe burner $P911 (+0.48%) in $MUM (+2.05%) . My next idea would be $SIX2 (+2.79%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
