Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+0,85%) 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 (-3,24%)
$NA9 (-0,65%)
$TNIE (-0,28%)
$KTN (-1,03%)
$ALCRB (+1,8%)
$DSFIR (-2,22%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-2,59%) in $MUM (-0,65%) . My next idea would be $SIX2 (-1,81%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
