The month of June is drawing to a close. It was a nice month for the stock market - a plus of about 2.7% - compared to 2022 (-8.6%).

not much is missing and the "losses" of 2022 are equalized.

some positions have changed.

$ALV (+0,8%) was sold and replaced by $AJG (-3,46%) replaced.

$ULVR (-0,87%) was replaced by $PEP (-0,84%) replaced.

$TSM (+4,57%) was sold and $MELI (-0,23%) & $CDNS (+3,48%) are new in the depot.

.... bissl here and bissl there was stocked up.