Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+1,32%) 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 (-0,4%)
$NA9 (+1,78%)
$TNIE (-0,47%)
$KTN (+2,67%)
$ALCRB (+5,94%)
$DSFIR (+1,54%) made it into my portfolio. Today, I swapped the pipe burner $P911 (+2,66%) in $MUM (-1,41%) . My next idea would be $SIX2 (+1,49%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
