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 (-0,12%) was sold and replaced by $AJG (+0,26%) replaced.

$ULVR (+0,2%) was replaced by $PEP (+0,54%) replaced.

$TSM (+1,75%) was sold and $MELI (+1,34%) & $CDNS (+0,09%) are new in the depot.

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