Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+0,2%) 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 (-2,47%)
$NA9 (+1,73%)
$TNIE (+1,93%)
$KTN (+1,34%)
$ALCRB (+10,39%)
$DSFIR (+0,36%) made it into my portfolio. Today, I swapped the pipe burner $P911 (+0,32%) in $MUM (+0,06%) . My next idea would be $SIX2 (-0,04%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
