Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+0.93%) 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 (+0.89%)
$NA9 (-5.58%)
$TNIE (+0.52%)
$KTN (-1.55%)
$ALCRB (-1.92%)
$DSFIR (+0.16%) made it into my portfolio. Today, I swapped the pipe burner $P911 (+0.32%) in $MUM (-3.2%) . My next idea would be $SIX2 (-0.52%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
