Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+1,03%) 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 (-0,77%)
$NA9 (+0,39%)
$TNIE (+0,4%)
$KTN (+1,28%)
$ALCRB (+3,28%)
$DSFIR (+3,2%) made it into my portfolio. Today, I swapped the pipe burner $P911 (+1,39%) in $MUM (-0,52%) . My next idea would be $SIX2 (+1,3%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
