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 (-0.93%)
$NA9 (-2.84%)
$TNIE (-1.58%)
$KTN (-1.77%)
$ALCRB (-7.07%)
$DSFIR (+1.1%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-0.36%) in $MUM (+0.18%) . My next idea would be $SIX2 (-2.35%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
