Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+0,41%) 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 (-3,06%)
$NA9 (-0,17%)
$TNIE (-0,73%)
$KTN (-0,97%)
$ALCRB (+0,74%)
$DSFIR (-1,71%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-1,97%) in $MUM (-1,24%) . My next idea would be $SIX2 (-0,81%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
