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 (-0.68%) was sold and replaced by $AJG (+1.27%) replaced.
$ULVR (-1.04%) was replaced by $PEP (-0.9%) replaced.
$TSM (+0.77%) was sold and $MELI (-0.81%) & $CDNS (+1.24%) are new in the depot.
.... bissl here and bissl there was stocked up.