Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-0,62 %) 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 (+0,15 %)
$NA9 (-8,73 %)
$TNIE (-4,6 %)
$KTN (+0,32 %)
$ALCRB (-2,7 %)
$DSFIR (-1,63 %) made it into my portfolio. Today, I swapped the pipe burner $P911 (+0,06 %) in $MUM (-0,84 %) . My next idea would be $SIX2 (-5,29 %) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
