Hello everyone,

My current portfolio was completely reorganized after the takeover of $COP (+0.41%) 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 (+2.6%)
$NA9 (+1.73%)
$TNIE (+0.53%)
$KTN (+0.04%)
$ALCRB (+0.8%)
$DSFIR (+0.67%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-0.41%) in $MUM (-2.5%) . My next idea would be $SIX2 (-5.12%) I would like to hear what else you have on your watchlist in this segment.

Greetings

Micha