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 (-0.61%) with a plus of almost 83% 📈
$IREN (-4.23%) with a plus of over 46% 📈
$ONDS (+0.45%) with an increase of over 40% 📈
Losers in May are:
$PNG (+0.35%) with a minus of over 2% 📉
$MDB (-3.19%) with a minus of almost 2% 📉
$ASML (+0.87%) with a minus of almost 2% 📉
New stocks found their way into the portfolio:
$MDB (-3.19%) , $ASML (+0.87%) , $SU (+0.85%) , $VSTM (-1.02%)
$CLBT (-5.09%)
Other values had to give way:
$LMND (-0.88%) , $OHB (+6.78%) , $ZTS (+1.26%) , $TEM (+3.48%) , $DR0 (-3.71%) , $MSFT (+3.85%)
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%) . This is to be left behind, instead the $ (+0.53%)VWRL (+0.53%) 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.
