Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+0,55 %) 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 (+1,44 %)
$NA9 (-1,25 %)
$TNIE (+2,53 %)
$KTN (+2,69 %)
$ALCRB (-1,83 %)
$DSFIR (+0,68 %) made it into my portfolio. Today, I swapped the pipe burner $P911 (+1,65 %) in $MUM (+0,75 %) . My next idea would be $SIX2 (+2,52 %) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
