Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+2,73%) 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 (-6,31%)
$NA9 (+1,25%)
$TNIE (-1,55%)
$KTN (-0,26%)
$ALCRB (+1,73%)
$DSFIR (-1,24%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-1,33%) in $MUM (+0,13%) . 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
