Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+1,58%) 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 (+0,58%)
$NA9 (-1,7%)
$TNIE (+2,46%)
$KTN (-1,27%)
$ALCRB (+0%)
$DSFIR (-0,43%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-1,4%) in $MUM (-0,07%) . My next idea would be $SIX2 (+0,93%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
