Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-0,43%) 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 (+2,09%)
$NA9 (+0,06%)
$TNIE (-0,76%)
$KTN (-0,54%)
$ALCRB (-1,65%)
$DSFIR (-0,47%) made it into my portfolio. Today, I swapped the pipe burner $P911 (+0,82%) in $MUM (-0,36%) . My next idea would be $SIX2 (-1%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
