Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-0,43%) 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 (+3,59%)
$NA9 (-0,94%)
$TNIE (+4,02%)
$KTN (+1,57%)
$ALCRB (-3,33%)
$DSFIR (-0,56%) made it into my portfolio. Today, I swapped the pipe burner $P911 (+2,19%) in $MUM (+2,09%) . My next idea would be $SIX2 (+1,36%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
