Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-0.66%) 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 (-0.04%)
$NA9 (-0.5%)
$TNIE (-0.06%)
$KTN (-0.35%)
$ALCRB (-0.44%)
$DSFIR (-0.07%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-0.11%) in $MUM (-1.81%) . My next idea would be $SIX2 (+0.2%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
