Hello everyone,

My current portfolio was completely reorganized after the takeover of $COP (+1.34%) 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 (-1.06%)
$NA9 (-0.76%)
$TNIE (-7.25%)
$KTN (-0.91%)
$ALCRB (-1.18%)
$DSFIR (-1.22%) made it into my portfolio. Today, I swapped the pipe burner $P911 (+1.79%) in $MUM (+2.04%) . My next idea would be $SIX2 (-1.57%) I would like to hear what else you have on your watchlist in this segment.

Greetings

Micha