Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+2,84 %) 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 (-0,17 %)
$NA9 (+0,56 %)
$TNIE (+0,51 %)
$KTN (+2,25 %)
$ALCRB (-1,87 %)
$DSFIR (+0,46 %) made it into my portfolio. Today, I swapped the pipe burner $P911 (-0,15 %) in $MUM (-2,77 %) . My next idea would be $SIX2 (+1,5 %) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
