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 (-3.87%) with a plus of almost 83% 📈
$IREN (-1.96%) with a plus of over 46% 📈
$ONDS (-0.71%) with an increase of over 40% 📈
Losers in May are:
$PNG (-3.45%) with a minus of over 2% 📉
$MDB (-15.87%) with a minus of almost 2% 📉
$ASML (-0.12%) with a minus of almost 2% 📉
New stocks found their way into the portfolio:
$MDB (-15.87%) , $ASML (-0.12%) , $SU (+0.33%) , $VSTM (+0.54%)
$CLBT (+10.6%)
Other values had to give way:
$LMND (-0.18%) , $OHB (-7.75%) , $ZTS (-0.91%) , $TEM (-1.89%) , $DR0 (+1.02%) , $MSFT (+4.66%)
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 (+1.59%) . This is to be left behind, instead the $ (-0.06%)VWRL (-0.06%) 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.
