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 (+4,61 %) with a plus of almost 83% 📈
$IREN (+2,7 %) with a plus of over 46% 📈
$ONDS (+1,42 %) with an increase of over 40% 📈
Losers in May are:
$PNG (-3,45 %) with a minus of over 2% 📉
$MDB (+1,87 %) with a minus of almost 2% 📉
$ASML (+2,88 %) with a minus of almost 2% 📉
New stocks found their way into the portfolio:
$MDB (+1,87 %) , $ASML (+2,88 %) , $SU (+3,28 %) , $VSTM (-2,72 %)
$CLBT (-0,66 %)
Other values had to give way:
$LMND (-0,28 %) , $OHB (-0,98 %) , $ZTS (+0,34 %) , $TEM (-0,13 %) , $DR0 (+2,98 %) , $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 (-1,35 %) . This is to be left behind, instead the $ (+0,77 %)VWRL (+0,77 %) 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.
