Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+0.65%) 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 (-1.33%)
$NA9 (-1.6%)
$TNIE (+5.87%)
$KTN (+1.09%)
$ALCRB (+1.92%)
$DSFIR (+1.11%) made it into my portfolio. Today, I swapped the pipe burner $P911 (+2.73%) in $MUM (+2.1%) . My next idea would be $SIX2 (+1.97%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
