Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+0,64 %) 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 (+4,02 %)
$NA9 (+2,24 %)
$TNIE (+0,93 %)
$KTN (+1 %)
$ALCRB (+6,61 %)
$DSFIR (+1,32 %) made it into my portfolio. Today, I swapped the pipe burner $P911 (+6,17 %) in $MUM (+1,24 %) . My next idea would be $SIX2 (+2,12 %) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
