Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+0 %) 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 (-4,91 %)
$NA9 (-0,17 %)
$TNIE (+1,42 %)
$KTN (-0,39 %)
$ALCRB (+0,44 %)
$DSFIR (+0,71 %) made it into my portfolio. Today, I swapped the pipe burner $P911 (+2,44 %) in $MUM (+2,06 %) . My next idea would be $SIX2 (+1,28 %) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
