Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-0,18 %) 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 (+2,13 %)
$NA9 (-1,55 %)
$TNIE (-0,34 %)
$KTN (-0,05 %)
$ALCRB (-0,23 %)
$DSFIR (+1,34 %) made it into my portfolio. Today, I swapped the pipe burner $P911 (-1,21 %) in $MUM (+2,77 %) . My next idea would be $SIX2 (+3,49 %) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
