Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-3,48%) 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 (-5,84%)
$NA9 (-2,58%)
$TNIE (-1,1%)
$KTN (-1,54%)
$ALCRB (-7,15%)
$DSFIR (-0,07%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-3,83%) in $MUM (-1,95%) . My next idea would be $SIX2 (-4,58%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
