Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+0,34%) 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 (-0,09%)
$NA9 (-0,49%)
$TNIE (-2,31%)
$KTN (+1,17%)
$ALCRB (-6,27%)
$DSFIR (+1,07%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-0,34%) in $MUM (-0,16%) . My next idea would be $SIX2 (+4,08%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
