the month of July is over.

A nice stock market month it was - a plus of about 2.7% - compared to 2022 (8.2%) not quite too strong, but still satisfied!

"Losses" of 2022 have been equalized.

some positions have changed.

$IFX (-1,02 %) I have sold just under 1/3 and put the profit in $MELI (+0,24 %) , $CDNS (+4,36 %) & $AJG (-0,23 %) reallocated

Savings plan on $IWDA (+0,35 %) & $SPYD (-1,21 %) continued to run normally.