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 (-13.17%) with a plus of almost 83% 📈
$IREN (-14.55%) with a plus of over 46% 📈
$ONDS (-14.68%) with an increase of over 40% 📈
Losers in May are:
$PNG (-6.15%) with a minus of over 2% 📉
$MDB (-8.51%) with a minus of almost 2% 📉
$ASML (-9.08%) with a minus of almost 2% 📉
New stocks found their way into the portfolio:
$MDB (-8.51%) , $ASML (-9.08%) , $SU (-4.35%) , $VSTM (-4.64%)
$CLBT (-0.92%)
Other values had to give way:
$LMND (-8.71%) , $OHB (-11.07%) , $ZTS (-5.55%) , $TEM (-8.42%) , $DR0 (-3.7%) , $MSFT (-4.58%)
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 (+0.62%) . This is to be left behind, instead the $ (-4.57%)VWRL (-4.57%) 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.
