3Lun·

Month in review May 2026

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 (+1,49 %) with a plus of almost 83% 📈

$IREN (+0,64 %) with a plus of over 46% 📈

$ONDS (-0,24 %) with an increase of over 40% 📈


Losers in May are:


$PNG (-4,79 %) with a minus of over 2% 📉

$MDB (-3,28 %) with a minus of almost 2% 📉

$ASML (+0,94 %) with a minus of almost 2% 📉


New stocks found their way into the portfolio:


$MDB (-3,28 %) , $ASML (+0,94 %) , $SU (+1,34 %) , $VSTM (-3,83 %)
$CLBT (-0,32 %)


Other values had to give way:


$LMND (-0,49 %) , $OHB (-0,62 %) , $ZTS (+0,27 %) , $TEM (+0,91 %) , $DR0 (-0,77 %) , $MSFT (+0,7 %)


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 (+1,02 %) . This is to be left behind, instead the $ (+0,91 %)VWRL (+0,91 %) 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.

attachment
24
Únase a la conversación