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 (-5,07 %) with a plus of almost 83% 📈
$IREN (-4,99 %) with a plus of over 46% 📈
$ONDS (-3,92 %) with an increase of over 40% 📈
Losers in May are:
$PNG (-1,8 %) with a minus of over 2% 📉
$MDB (-1,82 %) with a minus of almost 2% 📉
$ASML (-3,9 %) with a minus of almost 2% 📉
New stocks found their way into the portfolio:
$MDB (-1,82 %) , $ASML (-3,9 %) , $SU (-2,01 %) , $VSTM (-2,48 %)
$CLBT (+1,48 %)
Other values had to give way:
$LMND (+0,47 %) , $OHB (-3,33 %) , $ZTS (-0,12 %) , $TEM (-3,79 %) , $DR0 (+4,3 %) , $MSFT (+1,55 %)
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 (-2,57 %) . This is to be left behind, instead the $ (-0,98 %)VWRL (-0,98 %) 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.
