3Mon·

Month in review May 2026

May was a good month with a return of +6.24%.

The YTD is with +6% finally back in the green. 📈


The winners in May are:


$RKLB (+1.65%) with a plus of almost 83% 📈

$IREN (+1%) with a plus of over 46% 📈

$ONDS (+0.23%) with an increase of over 40% 📈


Losers in May are:


$PNG (+0.39%) with a minus of over 2% 📉

$MDB (+0.41%) with a minus of almost 2% 📉

$ASML (+0.95%) with a minus of almost 2% 📉


New stocks found their way into the portfolio:


$MDB (+0.41%) , $ASML (+0.95%) , $SU (-0.13%) , $VSTM (+0.03%)
$CLBT (-0.02%)


Other values had to give way:


$LMND (-0.55%) , $OHB (+0.22%) , $ZTS (+0.18%) , $TEM (+0.57%) , $DR0 (+0.06%) , $MSFT (+0.03%)


A realignment of my strategy is planned from next month. The aim is to build up a core. This is currently still at a portfolio size of just under 54%. $4GLD (-0.11%) . This is to be left behind, instead the $ (+0.18%)VWRL (+0.18%) is to be saved with €20 per day.


In addition, I started my small AI project Velocity. More details on this in the last post.

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