Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+0,3%) 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 (+0,34%)
$NA9 (+2,49%)
$TNIE (+10,16%)
$KTN (-1,61%)
$ALCRB (-4,78%)
$DSFIR (-0,56%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-2,47%) in $MUM (-0,67%) . My next idea would be $SIX2 (-1,05%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
