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 (-1,62 %) was sold and replaced by $AJG (-1,87 %) replaced.
$ULVR (-1,15 %) was replaced by $PEP (-0,65 %) replaced.
$TSM (+4,23 %) was sold and $MELI (+1,05 %) & $CDNS (+0,53 %) are new in the depot.
.... bissl here and bissl there was stocked up.

