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 (+3.16%) with a plus of almost 83% 📈
$IREN (+3.45%) with a plus of over 46% 📈
$ONDS (+0.65%) with an increase of over 40% 📈
Losers in May are:
$PNG (+0.62%) with a minus of over 2% 📉
$MDB (+1.21%) with a minus of almost 2% 📉
$ASML (+0.93%) with a minus of almost 2% 📉
New stocks found their way into the portfolio:
$MDB (+1.21%) , $ASML (+0.93%) , $SU (+0.87%) , $VSTM (+0.33%)
$CLBT (+0.64%)
Other values had to give way:
$LMND (+0.2%) , $OHB (+2.91%) , $ZTS (+0.33%) , $TEM (+0.97%) , $DR0 (+1.7%) , $MSFT (+1.73%)
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 (-0.77%) . This is to be left behind, instead the $ (+0.21%)VWRL (+0.21%) 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.
