Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+0,45 %) 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 (+1,22 %)
$NA9 (+0,55 %)
$TNIE (-0,77 %)
$KTN (+0,39 %)
$ALCRB (+1,08 %)
$DSFIR (-0,1 %) made it into my portfolio. Today, I swapped the pipe burner $P911 (+0,13 %) in $MUM (-0,56 %) . My next idea would be $SIX2 (-0,55 %) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
