Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+0,33 %) 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 (+0,57 %)
$NA9 (-1,4 %)
$TNIE (-0,86 %)
$KTN (-1,83 %)
$ALCRB (-2,91 %)
$DSFIR (+0,72 %) made it into my portfolio. Today, I swapped the pipe burner $P911 (-0,64 %) in $MUM (-2,07 %) . My next idea would be $SIX2 (+0,57 %) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
