Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+0,91%) 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 (+3,44%)
$NA9 (+1,6%)
$TNIE (+0%)
$KTN (-0,58%)
$ALCRB (+5,43%)
$DSFIR (-0,27%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-0,84%) in $MUM (-0,59%) . My next idea would be $SIX2 (-0,6%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
