Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-2.2%) 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 (+4.65%)
$NA9 (+0.73%)
$TNIE (-1.84%)
$KTN (+4.02%)
$ALCRB (-0.8%)
$DSFIR (+0.47%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-2.56%) in $MUM (-0.75%) . My next idea would be $SIX2 (+0.81%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
