Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-0,82 %) 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 (+3,93 %)
$NA9 (+0,77 %)
$TNIE (-1,83 %)
$KTN (+2,68 %)
$ALCRB (-2,86 %)
$DSFIR (+2,07 %) made it into my portfolio. Today, I swapped the pipe burner $P911 (-3,23 %) in $MUM (+0,14 %) . My next idea would be $SIX2 (+3,35 %) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
