Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-1,75%) 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 (-0,31%)
$NA9 (-0,97%)
$TNIE (+1,73%)
$KTN (+5,77%)
$ALCRB (-3,35%)
$DSFIR (-1,3%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-0,41%) in $MUM (-0,06%) . My next idea would be $SIX2 (+0,7%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
