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 (+0,28 %) with a plus of almost 83% 📈
$IREN (+2,11 %) with a plus of over 46% 📈
$ONDS (+0,61 %) with an increase of over 40% 📈
Losers in May are:
$PNG (+1,86 %) with a minus of over 2% 📉
$MDB (-0,54 %) with a minus of almost 2% 📉
$ASML (+4,86 %) with a minus of almost 2% 📉
New stocks found their way into the portfolio:
$MDB (-0,54 %) , $ASML (+4,86 %) , $SU (+3,03 %) , $VSTM (-9,42 %)
$CLBT (-4,39 %)
Other values had to give way:
$LMND (-0,95 %) , $OHB (-4,63 %) , $ZTS (-1,79 %) , $TEM (-5,88 %) , $DR0 (+2,92 %) , $MSFT (-3,15 %)
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 (+0,02 %) . This is to be left behind, instead the $ (+0,52 %)VWRL (+0,52 %) 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.
