Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-0.52%) 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 (-2.81%)
$NA9 (-3.42%)
$TNIE (+1.92%)
$KTN (-3.39%)
$ALCRB (-3.68%)
$DSFIR (+0.86%) made it into my portfolio. Today, I swapped the pipe burner $P911 (+0.04%) in $MUM (+0.41%) . My next idea would be $SIX2 (-1.11%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
