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 (-2,81 %) I have sold just under 1/3 and put the profit in $MELI (+0,69 %) , $CDNS (-1,1 %) & $AJG (+0,58 %) reallocated

Savings plan on $IWDA (-0,69 %) & $SPYD (-0,4 %) continued to run normally.