Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-0,78 %) 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 (-0,27 %)
$NA9 (-0,13 %)
$TNIE (+1,48 %)
$KTN (-0,52 %)
$ALCRB (-3,86 %)
$DSFIR (+0,78 %) made it into my portfolio. Today, I swapped the pipe burner $P911 (+0,91 %) in $MUM (+0,6 %) . My next idea would be $SIX2 (-1,52 %) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
