Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-0,63%) 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 (-0,78%)
$NA9 (-0,29%)
$TNIE (+0,95%)
$KTN (-1,29%)
$ALCRB (-0,25%)
$DSFIR (-0,42%) made it into my portfolio. Today, I swapped the pipe burner $P911 (+0,35%) in $MUM (+0,16%) . My next idea would be $SIX2 (-0,48%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
