Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+0,54%) 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 (-1,46%)
$NA9 (-8,17%)
$TNIE (-1,1%)
$KTN (+0,18%)
$ALCRB (+5,82%)
$DSFIR (-0,49%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-0,66%) in $MUM (+2,93%) . My next idea would be $SIX2 (+1,5%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
