Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+2.98%) 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 (+1.34%)
$NA9 (-0.29%)
$TNIE (+2.76%)
$KTN (+0.53%)
$ALCRB (-2.18%)
$DSFIR (-0.4%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-0.57%) in $MUM (+0.56%) . My next idea would be $SIX2 (+0.87%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
