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 (-13,06 %) with a plus of almost 83% 📈
$IREN (+3,39 %) with a plus of over 46% 📈
$ONDS (+2,94 %) with an increase of over 40% 📈
Losers in May are:
$PNG (+9,11 %) with a minus of over 2% 📉
$MDB (+21,74 %) with a minus of almost 2% 📉
$ASML (+1,21 %) with a minus of almost 2% 📉
New stocks found their way into the portfolio:
$MDB (+21,74 %) , $ASML (+1,21 %) , $SU (+3,77 %) , $VSTM (-1,98 %)
$CLBT (+7,03 %)
Other values had to give way:
$LMND (+1,51 %) , $OHB (-7,45 %) , $ZTS (+0,51 %) , $TEM (+5,31 %) , $DR0 (+0,25 %) , $MSFT (+2,79 %)
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 (-0,94 %) . This is to be left behind, instead the $ (+0,68 %)VWRL (+0,68 %) 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.
