Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+0,37 %) 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 (-0,35 %)
$NA9 (-2,45 %)
$TNIE (-5,24 %)
$KTN (-1 %)
$ALCRB (-3,63 %)
$DSFIR (-0,19 %) made it into my portfolio. Today, I swapped the pipe burner $P911 (+0,92 %) in $MUM (-1,9 %) . My next idea would be $SIX2 (+1,38 %) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
