Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-0.46%) 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 (-2.84%)
$NA9 (+2.38%)
$TNIE (+1.2%)
$KTN (+3.11%)
$ALCRB (+1.2%)
$DSFIR (-1.96%) made it into my portfolio. Today, I swapped the pipe burner $P911 (+0.08%) in $MUM (+0.16%) . My next idea would be $SIX2 (+1.6%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
