Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-0,4%) 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 (+0,08%)
$NA9 (-1,63%)
$TNIE (+0,36%)
$KTN (-1,15%)
$ALCRB (+1,32%)
$DSFIR (+0,43%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-1,07%) in $MUM (+0,33%) . My next idea would be $SIX2 (-1,2%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
