Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-0,46 %) 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 (-2,88 %)
$NA9 (+2,38 %)
$TNIE (+0,35 %)
$KTN (+3,03 %)
$ALCRB (+0,11 %)
$DSFIR (-1,99 %) made it into my portfolio. Today, I swapped the pipe burner $P911 (-0,01 %) in $MUM (+0,27 %) . My next idea would be $SIX2 (+1,63 %) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
