The month of June is drawing to a close. It was a nice month for the stock market - a plus of about 2.7% - compared to 2022 (-8.6%).
not much is missing and the "losses" of 2022 are equalized.
some positions have changed.
$ALV (+0.12%) was sold and replaced by $AJG (+0.22%) replaced.
$ULVR (+0.04%) was replaced by $PEP (+0.48%) replaced.
$TSM (+1.17%) was sold and $MELI (+0.62%) & $CDNS (+0.03%) are new in the depot.
.... bissl here and bissl there was stocked up.