Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+0.67%) 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 (+1.19%)
$NA9 (+0.68%)
$TNIE (-0.68%)
$KTN (-0.27%)
$ALCRB (-2.24%)
$DSFIR (-0.34%) made it into my portfolio. Today, I swapped the pipe burner $P911 (+0.64%) in $MUM (-0.2%) . My next idea would be $SIX2 (+0.08%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
