May was a good month with a return of +6.24%.
The YTD is with +6% finally back in the green. 📈
The winners in May are:
$RKLB (-1,59 %) with a plus of almost 83% 📈
$IREN (-5,68 %) with a plus of over 46% 📈
$ONDS (-0,46 %) with an increase of over 40% 📈
Losers in May are:
$PNG (+1,19 %) with a minus of over 2% 📉
$MDB (+1,58 %) with a minus of almost 2% 📉
$ASML (-1 %) with a minus of almost 2% 📉
New stocks found their way into the portfolio:
$MDB (+1,58 %) , $ASML (-1 %) , $SU (+1,8 %) , $VSTM (-1,56 %)
$CLBT (+1,6 %)
Other values had to give way:
$LMND (+0,47 %) , $OHB (-2,46 %) , $ZTS (+1,36 %) , $TEM (-0,29 %) , $DR0 (-0,19 %) , $MSFT (+3,6 %)
A realignment of my strategy is planned from next month. The aim is to build up a core. This is currently still at a portfolio size of just under 54%. $4GLD (-1,28 %) . This is to be left behind, instead the $ (+0 %)VWRL (+0 %) is to be saved with €20 per day.
In addition, I started my small AI project Velocity. More details on this in the last post.
