Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+0.29%) 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 (-0.48%)
$NA9 (+1.29%)
$TNIE (-4.38%)
$KTN (+6.2%)
$ALCRB (-0.05%)
$DSFIR (-2.71%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-1.86%) in $MUM (+0.59%) . My next idea would be $SIX2 (-0.59%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
