Hello everyone,

My current portfolio was completely reorganized after the takeover of $COP (+0,18%) 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 (+0,15%)
$NA9 (+1,95%)
$TNIE (-1%)
$KTN (-0,72%)
$ALCRB (-3,07%)
$DSFIR (+1,25%) made it into my portfolio. Today, I swapped the pipe burner $P911 (+0,14%) in $MUM (+0,1%) . My next idea would be $SIX2 (+2,18%) I would like to hear what else you have on your watchlist in this segment.

Greetings

Micha