Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-0.18%) 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 (-1.85%)
$NA9 (-0.1%)
$TNIE (-0.77%)
$KTN (-1.74%)
$ALCRB (-0.65%)
$DSFIR (-0.6%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-1.18%) in $MUM (-1.45%) . My next idea would be $SIX2 (+0.35%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
