Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+0,09%) 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 (-2,82%)
$NA9 (-1,73%)
$TNIE (-2,03%)
$KTN (-0,04%)
$ALCRB (-2,1%)
$DSFIR (-1,09%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-1,18%) in $MUM (-1,84%) . My next idea would be $SIX2 (-0,18%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
