My biggest additional purchase this month. I doubled my position with 2 tranches. The quarterly figures are due on Wednesday. If Paycom exceeds expectations again, I see a recovery to €220 as realistic.

Other additional purchases this month also include $PDX (-1.66%)
$UNH (+1.64%)
$DE (+0.19%)
$LIN (+0.54%) and $6367 (-0.16%)

In total, reserves amounting to around 2-3 net monthly salaries have been spent, including savings plans. In May, I will continue to move aggressively into the market and further reduce my considerable cash position before slowing down my investment pace towards the summer.

Nevertheless, always remember: time in the market beats market timing ⏱️ I may be buying too high now, but I also intend to stay in for a LONG time. In many positions even forever.