Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-0,71 %) 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 (-3,59 %)
$NA9 (+6,15 %)
$TNIE (+2,98 %)
$KTN (+0,17 %)
$ALCRB (-0,13 %)
$DSFIR (-0,51 %) made it into my portfolio. Today, I swapped the pipe burner $P911 (-0,89 %) in $MUM (+3,78 %) . My next idea would be $SIX2 (+2,21 %) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
