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 (-0,08%)
$NA9 (-2,12%)
$TNIE (-0,52%)
$KTN (-1,62%)
$ALCRB (-0,79%)
$DSFIR (-0,92%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-0,51%) in $MUM (-0,65%) . My next idea would be $SIX2 (+1,9%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
