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 (+3.67%) with a plus of almost 83% 📈
$IREN (+3.54%) with a plus of over 46% 📈
$ONDS (+5.93%) with an increase of over 40% 📈
Losers in May are:
$PNG (+0.47%) with a minus of over 2% 📉
$MDB (-1.62%) with a minus of almost 2% 📉
$ASML (+0.21%) with a minus of almost 2% 📉
New stocks found their way into the portfolio:
$MDB (-1.62%) , $ASML (+0.21%) , $SU (+0.23%) , $VSTM (-3.8%)
$CLBT (-2.8%)
Other values had to give way:
$LMND (-5.38%) , $OHB (+1.42%) , $ZTS (-1.21%) , $TEM (-2.65%) , $DR0 (+1.52%) , $MSFT (-2.1%)
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 (+1.78%) . This is to be left behind, instead the $ (-0.02%)VWRL (-0.02%) 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.
