Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-0,21%) 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 (-1,1%)
$NA9 (-3,9%)
$TNIE (-0,85%)
$KTN (-0,86%)
$ALCRB (-4,98%)
$DSFIR (+0,12%) made it into my portfolio. Today, I swapped the pipe burner $P911 (+0,2%) in $MUM (-0,97%) . My next idea would be $SIX2 (+2,27%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
