The month of June is drawing to a close. It was a nice month for the stock market - a plus of about 2.7% - compared to 2022 (-8.6%).
not much is missing and the "losses" of 2022 are equalized.
some positions have changed.
$ALV (-3.52%) was sold and replaced by $AJG (-9.49%) replaced.
$ULVR (-3.33%) was replaced by $PEP (-3.07%) replaced.
$TSM (-12.67%) was sold and $MELI (-9.17%) & $CDNS (-8.91%) are new in the depot.
.... bissl here and bissl there was stocked up.

