Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+0,09 %) 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 (-0,04 %)
$NA9 (-2,03 %)
$TNIE (+1,54 %)
$KTN (-0,17 %)
$ALCRB (+5,64 %)
$DSFIR (+0,83 %) made it into my portfolio. Today, I swapped the pipe burner $P911 (-0,48 %) in $MUM (-1,07 %) . My next idea would be $SIX2 (-1,56 %) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
