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 (-5,93 %) with a plus of almost 83% 📈
$IREN (-1,6 %) with a plus of over 46% 📈
$ONDS (-1,69 %) with an increase of over 40% 📈
Losers in May are:
$PNG (-4,48 %) with a minus of over 2% 📉
$MDB (-3,34 %) with a minus of almost 2% 📉
$ASML (+1,73 %) with a minus of almost 2% 📉
New stocks found their way into the portfolio:
$MDB (-3,34 %) , $ASML (+1,73 %) , $SU (+1,6 %) , $VSTM (+3,82 %)
$CLBT (-2,08 %)
Other values had to give way:
$LMND (-1,58 %) , $OHB (-1,15 %) , $ZTS (-2,94 %) , $TEM (-3,89 %) , $DR0 (-4,01 %) , $MSFT (-2,98 %)
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 (+1,38 %) . This is to be left behind, instead the $ (+0,55 %)VWRL (+0,55 %) 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.
