Hello everyone,

My current portfolio was completely reorganized after the takeover of $COP (+0,54 %) 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 (-2,56 %)
$NA9 (-0,07 %)
$TNIE (-0,85 %)
$KTN (+0,18 %)
$ALCRB (+0,15 %)
$DSFIR (-0,33 %) made it into my portfolio. Today, I swapped the pipe burner $P911 (+0,1 %) in $MUM (-0,09 %) . My next idea would be $SIX2 (+0,89 %) I would like to hear what else you have on your watchlist in this segment.

Greetings

Micha