Hello everyone,

My current portfolio was completely reorganized after the takeover of $COP (+1,32 %) 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 (-0,4 %)
$NA9 (+1,78 %)
$TNIE (-0,47 %)
$KTN (+2,67 %)
$ALCRB (+5,94 %)
$DSFIR (+1,54 %) made it into my portfolio. Today, I swapped the pipe burner $P911 (+2,66 %) in $MUM (-1,41 %) . My next idea would be $SIX2 (+1,49 %) I would like to hear what else you have on your watchlist in this segment.

Greetings

Micha