Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-1,28%) 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 (-0,91%)
$NA9 (-2,52%)
$TNIE (-0,63%)
$KTN (-0,18%)
$ALCRB (-1,76%)
$DSFIR (-0,93%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-0,36%) in $MUM (-1,03%) . My next idea would be $SIX2 (-0,5%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
