Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+0%) 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 (+0.42%)
$NA9 (-0.95%)
$TNIE (+2.24%)
$KTN (-0.44%)
$ALCRB (+3.82%)
$DSFIR (-3.22%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-0.07%) in $MUM (+2.54%) . 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
