Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+0 %) 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 (-0,29 %)
$NA9 (+2 %)
$TNIE (+7,04 %)
$KTN (-1,12 %)
$ALCRB (-3,85 %)
$DSFIR (-0,1 %) made it into my portfolio. Today, I swapped the pipe burner $P911 (-1,43 %) in $MUM (+0,16 %) . My next idea would be $SIX2 (-0,5 %) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
