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 (+0.8%) was sold and replaced by $AJG (-3.46%) replaced.
$ULVR (-0.87%) was replaced by $PEP (-0.84%) replaced.
$TSM (+4.57%) was sold and $MELI (-0.23%) & $CDNS (+3.48%) are new in the depot.
.... bissl here and bissl there was stocked up.