Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-1,54 %) 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 (+0,29 %)
$NA9 (+0,64 %)
$TNIE (-1,45 %)
$KTN (-1,6 %)
$ALCRB (-2,77 %)
$DSFIR (+0,07 %) made it into my portfolio. Today, I swapped the pipe burner $P911 (+0,2 %) in $MUM (-2,02 %) . My next idea would be $SIX2 (-1,1 %) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
