Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+0,96%) 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 (-0,57%)
$NA9 (-0,22%)
$TNIE (-2,15%)
$KTN (-0,39%)
$ALCRB (-6,74%)
$DSFIR (+0,41%) made it into my portfolio. Today, I swapped the pipe burner $P911 (+2,06%) in $MUM (-0,95%) . My next idea would be $SIX2 (+0,79%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
