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 (+0,22 %) was sold and replaced by $AJG (+1,69 %) replaced.

$ULVR (+2,19 %) was replaced by $PEP (+1,38 %) replaced.

$TSM (+0,44 %) was sold and $MELI (+2,36 %) & $CDNS (+2,17 %) are new in the depot.

.... bissl here and bissl there was stocked up.