Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-1,62%) 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 (+1,28%)
$NA9 (-3,47%)
$TNIE (-2,51%)
$KTN (-0,81%)
$ALCRB (-6,2%)
$DSFIR (+0,82%) made it into my portfolio. Today, I swapped the pipe burner $P911 (+0,55%) in $MUM (-3,97%) . My next idea would be $SIX2 (-0,92%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
