Hello everyone,
My current portfolio was completely reorganized after the takeover of $COP (-0,19%) 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 (+0,67%)
$NA9 (+5,23%)
$TNIE (-0,15%)
$KTN (+5,02%)
$ALCRB (-1,06%)
$DSFIR (+2,09%) made it into my portfolio. Today, I swapped the pipe burner $P911 (+3,06%) in $MUM (+1,2%) . My next idea would be $SIX2 (+0,47%) I would like to hear what else you have on your watchlist in this segment.
Greetings
Micha
