Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+0.09%) 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 (+2.73%)
$NA9 (+0.76%)
$TNIE (+1.21%)
$KTN (+1.64%)
$ALCRB (+1.09%)
$DSFIR (+0.8%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-0.03%) in $MUM (-1.43%) . My next idea would be $SIX2 (-5.3%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
