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 (+5,05%)
$NA9 (-1,28%)
$TNIE (-2,27%)
$KTN (-7,46%)
$ALCRB (-3,83%)
$DSFIR (+4,01%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-0,67%) in $MUM (+0,07%) . My next idea would be $SIX2 (-2,82%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
