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 (-5,92 %) with a plus of almost 83% 📈
$IREN (-8,47 %) with a plus of over 46% 📈
$ONDS (-3,73 %) with an increase of over 40% 📈
Losers in May are:
$PNG (-1,25 %) with a minus of over 2% 📉
$MDB (-1,68 %) with a minus of almost 2% 📉
$ASML (-0,25 %) with a minus of almost 2% 📉
New stocks found their way into the portfolio:
$MDB (-1,68 %) , $ASML (-0,25 %) , $SU (+0,45 %) , $VSTM (-2,74 %)
$CLBT (+5,48 %)
Other values had to give way:
$LMND (+3,15 %) , $OHB (-9,19 %) , $ZTS (+1,73 %) , $TEM (-6,81 %) , $DR0 (+0,13 %) , $MSFT (+0,54 %)
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 (+0,24 %) . This is to be left behind, instead the $ (-0,27 %)VWRL (-0,27 %) 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.
