Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+1.19%) 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 (+0.2%)
$NA9 (-0.13%)
$TNIE (+1.47%)
$KTN (+0.87%)
$ALCRB (+1.16%)
$DSFIR (-0.18%) made it into my portfolio. Today, I swapped the pipe burner $P911 (+0.39%) in $MUM (+1.33%) . My next idea would be $SIX2 (-0.56%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
