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 (-0.44%)
$NA9 (-0.34%)
$TNIE (-3.14%)
$KTN (+2.99%)
$ALCRB (-3.5%)
$DSFIR (-1.01%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-0.11%) in $MUM (+2.52%) . My next idea would be $SIX2 (-0.24%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
