Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-2,01%) 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 (-3,01%)
$NA9 (+0,13%)
$TNIE (-1,18%)
$KTN (+0,18%)
$ALCRB (-1,84%)
$DSFIR (-0,54%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-1,7%) in $MUM (-0,62%) . My next idea would be $SIX2 (-2,42%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
