Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (+0,34%) 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 (+2,3%)
$NA9 (-0,04%)
$TNIE (+0,89%)
$KTN (-0,35%)
$ALCRB (+5,36%)
$DSFIR (-1,31%) made it into my portfolio. Today, I swapped the pipe burner $P911 (+2,2%) in $MUM (+1,09%) . My next idea would be $SIX2 (+0,06%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
