Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-0,42%) 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 (-0,04%)
$NA9 (-0,36%)
$TNIE (+0,5%)
$KTN (+0,08%)
$ALCRB (-0,19%)
$DSFIR (+0,8%) made it into my portfolio. Today, I swapped the pipe burner $P911 (+2%) in $MUM (-0,55%) . My next idea would be $SIX2 (-0,96%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
