Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-0,9%) 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 (+2,63%)
$NA9 (+2,93%)
$TNIE (-0,66%)
$KTN (-1,44%)
$ALCRB (-2,78%)
$DSFIR (+2,82%) made it into my portfolio. Today, I swapped the pipe burner $P911 (+1,19%) in $MUM (-0,43%) . My next idea would be $SIX2 (+0,15%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
