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 (-7%) I have sold just under 1/3 and put the profit in $MELI (-9.17%) , $CDNS (-8.91%) & $AJG (-9.49%) reallocated

Savings plan on $IWDA (-4.93%) & $SPYD (-3.12%) continued to run normally.