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 (-0.04%)
$NA9 (-2.03%)
$TNIE (+1.54%)
$KTN (-0.17%)
$ALCRB (+5.64%)
$DSFIR (+0.83%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-0.48%) in $MUM (-1.07%) . My next idea would be $SIX2 (-1.56%) I would like to hear what else you have on your watchlist in this segment.

Greetings

Micha