The month of June is drawing to a close. It was a nice month for the stock market - a plus of about 2.7% - compared to 2022 (-8.6%).
not much is missing and the "losses" of 2022 are equalized.
some positions have changed.
$ALV (-0,46 %) was sold and replaced by $AJG (-0,52 %) replaced.
$ULVR (-0,37 %) was replaced by $PEP (-1,18 %) replaced.
$TSM (-2,71 %) was sold and $MELI (+2,45 %) & $CDNS (-2,08 %) are new in the depot.
.... bissl here and bissl there was stocked up.

