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 (+0.29%) was sold and replaced by $AJG (+1.32%) replaced.

$ULVR (+1.91%) was replaced by $PEP (+0.46%) replaced.

$TSM (+0.22%) was sold and $MELI (+3.11%) & $CDNS (+2.12%) are new in the depot.

.... bissl here and bissl there was stocked up.