Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+1%) 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 (+2,49%)
$NA9 (-0,63%)
$TNIE (+0,25%)
$KTN (+0,67%)
$ALCRB (-0,4%)
$DSFIR (+1,51%) made it into my portfolio. Today, I swapped the pipe burner $P911 (+0,85%) in $MUM (-1,33%) . My next idea would be $SIX2 (+1,05%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
