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 (+0,41 %) I have sold just under 1/3 and put the profit in $MELI (+0,32 %) , $CDNS (-2,31 %) & $AJG (+0,78 %) reallocated

Savings plan on $IWDA (+0,3 %) & $SPYD (+0,97 %) continued to run normally.