Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-0.54%) 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 (-4.64%)
$NA9 (+1.13%)
$TNIE (-0.69%)
$KTN (+0.39%)
$ALCRB (+0.18%)
$DSFIR (+0.44%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-2.22%) in $MUM (-0.98%) . My next idea would be $SIX2 (-2.47%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
