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 (-2 %) was sold and replaced by $AJG (+1,16 %) replaced.

$ULVR (-0,75 %) was replaced by $PEP (+0,08 %) replaced.

$TSM (-0,93 %) was sold and $MELI (+1,33 %) & $CDNS (-1,25 %) are new in the depot.

.... bissl here and bissl there was stocked up.