Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-1,79%) 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 (-0,98%)
$NA9 (-1,74%)
$TNIE (-2,5%)
$KTN (-8,56%)
$ALCRB (-15,77%)
$DSFIR (-1,41%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-4,36%) in $MUM (-2,51%) . My next idea would be $SIX2 (-6,59%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
