Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-0.13%) 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 (+2.8%)
$NA9 (+27.93%)
$TNIE (+5.41%)
$KTN (+0%)
$ALCRB (-5.25%)
$DSFIR (-1.25%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-1.14%) in $MUM (-0.91%) . My next idea would be $SIX2 (-1.33%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
