Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+0,31%) 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 (+3,47%)
$NA9 (-6,12%)
$TNIE (-0,74%)
$KTN (+2,09%)
$ALCRB (-1,18%)
$DSFIR (+0,24%) made it into my portfolio. Today, I swapped the pipe burner $P911 (+2,34%) in $MUM (+0,89%) . My next idea would be $SIX2 (-0,46%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
