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 (-3.62%)
$NA9 (-0.46%)
$TNIE (+1.73%)
$KTN (-0.92%)
$ALCRB (+6.77%)
$DSFIR (+0.99%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-3.5%) in $MUM (+0.86%) . My next idea would be $SIX2 (+0.43%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
