Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-0.09%) 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 (-3.78%)
$NA9 (+0.29%)
$TNIE (+1.18%)
$KTN (-1.52%)
$ALCRB (-0.96%)
$DSFIR (+0.52%) made it into my portfolio. Today, I swapped the pipe burner $P911 (+1.28%) in $MUM (+1.43%) . My next idea would be $SIX2 (-0.1%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
