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 (-8.26%) with a plus of almost 83% 📈
$IREN (-11.51%) with a plus of over 46% 📈
$ONDS (-4.77%) with an increase of over 40% 📈
Losers in May are:
$PNG (+2.39%) with a minus of over 2% 📉
$MDB (-8.01%) with a minus of almost 2% 📉
$ASML (-1.11%) with a minus of almost 2% 📉
New stocks found their way into the portfolio:
$MDB (-8.01%) , $ASML (-1.11%) , $SU (-3.1%) , $VSTM (-5.58%)
$CLBT (-2.87%)
Other values had to give way:
$LMND (-2.77%) , $OHB (+11.43%) , $ZTS (+1.03%) , $TEM (-9.52%) , $DR0 (+0.84%) , $MSFT (-1.82%)
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 (-0.02%) . This is to be left behind, instead the $ (-1.04%)VWRL (-1.04%) 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.
