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 (-5,45 %)
$NA9 (+3,47 %)
$TNIE (+0,64 %)
$KTN (+0,8 %)
$ALCRB (+8,16 %)
$DSFIR (-1,69 %) made it into my portfolio. Today, I swapped the pipe burner $P911 (+0,32 %) in $MUM (-0,52 %) . My next idea would be $SIX2 (+4,26 %) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
