Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-0,95%) 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 (+0,08%)
$NA9 (-4,56%)
$TNIE (-7,05%)
$KTN (-3,88%)
$ALCRB (-5,77%)
$DSFIR (-1,65%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-1,71%) in $MUM (-0,32%) . My next idea would be $SIX2 (-1,61%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
