Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+1,35 %) 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 (+0,45 %)
$NA9 (-6,03 %)
$TNIE (-0,26 %)
$KTN (-0,09 %)
$ALCRB (-1,05 %)
$DSFIR (-3,06 %) made it into my portfolio. Today, I swapped the pipe burner $P911 (+1,12 %) in $MUM (-4,48 %) . My next idea would be $SIX2 (-1,7 %) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
