Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+0,71%) 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 (+2,89%)
$NA9 (-5,56%)
$TNIE (-3,13%)
$KTN (+1,14%)
$ALCRB (+0,59%)
$DSFIR (-0,3%) made it into my portfolio. Today, I swapped the pipe burner $P911 (+1,38%) in $MUM (+0,8%) . My next idea would be $SIX2 (-1,63%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
