2Mon·

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 (-0.65%) with a plus of almost 83% 📈

$IREN (-2.93%) with a plus of over 46% 📈

$ONDS (+3.52%) with an increase of over 40% 📈


Losers in May are:


$PNG (-1.39%) with a minus of over 2% 📉

$MDB (-3.07%) with a minus of almost 2% 📉

$ASML (-0.98%) with a minus of almost 2% 📉


New stocks found their way into the portfolio:


$MDB (-3.07%) , $ASML (-0.98%) , $SU (-1.71%) , $VSTM (-2.85%)
$CLBT (+3.4%)


Other values had to give way:


$LMND (-0.35%) , $OHB (-0.29%) , $ZTS (-2.65%) , $TEM (-4.42%) , $DR0 (+1.87%) , $MSFT (-0.54%)


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 (+0.24%) . This is to be left behind, instead the $ (-0.61%)VWRL (-0.61%) 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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