Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+0.48%) 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 (+0.25%)
$NA9 (-1.88%)
$TNIE (-0.67%)
$KTN (-0.75%)
$ALCRB (-3.13%)
$DSFIR (+0.46%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-0.28%) in $MUM (-3.28%) . My next idea would be $SIX2 (+0.86%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
