Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-0,74%) 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 (-1,55%)
$NA9 (-2,46%)
$TNIE (-0,06%)
$KTN (+1,16%)
$ALCRB (-6,47%)
$DSFIR (+1,12%) made it into my portfolio. Today, I swapped the pipe burner $P911 (+0,19%) in $MUM (-0,66%) . My next idea would be $SIX2 (+2,45%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
