Hello everyone,

My current portfolio was completely reorganized after the takeover of $COP (+0,36%) 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 (+2,5%)
$NA9 (+1,44%)
$TNIE (+0,53%)
$KTN (-0,17%)
$ALCRB (+0,66%)
$DSFIR (+0,56%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-0,74%) in $MUM (-2,85%) . My next idea would be $SIX2 (-5,27%) I would like to hear what else you have on your watchlist in this segment.

Greetings

Micha