the month of July is over.

A nice stock market month it was - a plus of about 2.7% - compared to 2022 (8.2%) not quite too strong, but still satisfied!

"Losses" of 2022 have been equalized.

some positions have changed.

$IFX (+0.83%) I have sold just under 1/3 and put the profit in $MELI (-3.61%) , $CDNS (+0.12%) & $AJG (+0.66%) reallocated

Savings plan on $IWDA (+1.34%) & $SPYD (+1.22%) continued to run normally.