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 (-2,6 %) with a plus of almost 83% 📈
$IREN (-1,76 %) with a plus of over 46% 📈
$ONDS (-1,26 %) with an increase of over 40% 📈
Losers in May are:
$PNG (+0,24 %) with a minus of over 2% 📉
$MDB (-0,18 %) with a minus of almost 2% 📉
$ASML (-2,71 %) with a minus of almost 2% 📉
New stocks found their way into the portfolio:
$MDB (-0,18 %) , $ASML (-2,71 %) , $SU (-2,35 %) , $VSTM (-1,35 %)
$CLBT (-0,07 %)
Other values had to give way:
$LMND (-0,13 %) , $OHB (+0 %) , $ZTS (+0,11 %) , $TEM (-1,5 %) , $DR0 (+2,82 %) , $MSFT (+0,07 %)
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 (-1,54 %) . This is to be left behind, instead the $ (-0,7 %)VWRL (-0,7 %) 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.
