Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-2,09 %) 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 (-5,07 %)
$NA9 (+0,13 %)
$TNIE (-1,01 %)
$KTN (+0,87 %)
$ALCRB (-1,68 %)
$DSFIR (-0,51 %) made it into my portfolio. Today, I swapped the pipe burner $P911 (-1,9 %) in $MUM (-0,55 %) . My next idea would be $SIX2 (-2,29 %) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
