Hello everyone,

My current portfolio was completely reorganized after the takeover of $COP (+0,36 %) 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 (+2,5 %)
$NA9 (+1,44 %)
$TNIE (+0,53 %)
$KTN (-0,17 %)
$ALCRB (+0,66 %)
$DSFIR (+0,56 %) made it into my portfolio. Today, I swapped the pipe burner $P911 (-0,74 %) in $MUM (-2,85 %) . My next idea would be $SIX2 (-5,27 %) I would like to hear what else you have on your watchlist in this segment.

Greetings

Micha