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 (-0,18 %) with a plus of almost 83% 📈
$IREN (-0,94 %) with a plus of over 46% 📈
$ONDS (+0,08 %) with an increase of over 40% 📈
Losers in May are:
$PNG (+0,56 %) with a minus of over 2% 📉
$MDB (+2,89 %) with a minus of almost 2% 📉
$ASML (-1,54 %) with a minus of almost 2% 📉
New stocks found their way into the portfolio:
$MDB (+2,89 %) , $ASML (-1,54 %) , $SU (-0,8 %) , $VSTM (-1,79 %)
$CLBT (+1,62 %)
Other values had to give way:
$LMND (+1,19 %) , $OHB (+3,84 %) , $ZTS (+1,83 %) , $TEM (+0,92 %) , $DR0 (-1,18 %) , $MSFT (+2,24 %)
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 (+0,29 %) . This is to be left behind, instead the $ (+0,56 %)VWRL (+0,56 %) 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.
