Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-0.17%) 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 (-1.21%)
$NA9 (-1.52%)
$TNIE (+1.55%)
$KTN (-0.68%)
$ALCRB (+1.18%)
$DSFIR (+2.32%) made it into my portfolio. Today, I swapped the pipe burner $P911 (+0.56%) in $MUM (+1.68%) . My next idea would be $SIX2 (+1.41%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
