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 (-0,97 %) with a plus of almost 83% 📈
$IREN (-2,56 %) with a plus of over 46% 📈
$ONDS (-1,72 %) with an increase of over 40% 📈
Losers in May are:
$PNG (+1,06 %) with a minus of over 2% 📉
$MDB (+0,11 %) with a minus of almost 2% 📉
$ASML (-7,13 %) with a minus of almost 2% 📉
New stocks found their way into the portfolio:
$MDB (+0,11 %) , $ASML (-7,13 %) , $SU (-3,98 %) , $VSTM (+0,11 %)
$CLBT (+4,38 %)
Other values had to give way:
$LMND (+3,53 %) , $OHB (-2,32 %) , $ZTS (+2,14 %) , $TEM (+0,88 %) , $DR0 (-1,76 %) , $MSFT (+2,4 %)
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 (-1,47 %) . This is to be left behind, instead the $ (-1,63 %)VWRL (-1,63 %) 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.
