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 (+3,19 %) with a plus of almost 83% 📈
$IREN (-1,77 %) with a plus of over 46% 📈
$ONDS (+3,56 %) with an increase of over 40% 📈
Losers in May are:
$PNG (-1,89 %) with a minus of over 2% 📉
$MDB (+2,83 %) with a minus of almost 2% 📉
$ASML (+0,71 %) with a minus of almost 2% 📉
New stocks found their way into the portfolio:
$MDB (+2,83 %) , $ASML (+0,71 %) , $SU (-2,1 %) , $VSTM (-0,46 %)
$CLBT (+3,14 %)
Other values had to give way:
$LMND (-0,94 %) , $OHB (-1,08 %) , $ZTS (-1,38 %) , $TEM (+6,4 %) , $DR0 (+2,96 %) , $MSFT (+0,62 %)
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 (-0,81 %) . This is to be left behind, instead the $ (-0,17 %)VWRL (-0,17 %) 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.
