Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-0,27%) 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 (+0,72%)
$NA9 (+1,32%)
$TNIE (-2,97%)
$KTN (+0,09%)
$ALCRB (-1,15%)
$DSFIR (+0,52%) made it into my portfolio. Today, I swapped the pipe burner $P911 (+1,58%) in $MUM (+0,49%) . My next idea would be $SIX2 (-0,04%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
