Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-0,09%) 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 (-3,78%)
$NA9 (+0,29%)
$TNIE (+1,18%)
$KTN (-1,52%)
$ALCRB (-0,96%)
$DSFIR (+0,52%) made it into my portfolio. Today, I swapped the pipe burner $P911 (+1,28%) in $MUM (+1,43%) . My next idea would be $SIX2 (-0,1%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
