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

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

Some positions have changed.

$ALV (+1,51%) was sold and replaced by $AJG (+1,56%) replaced by

$ULVR (+0,56%) was replaced by $PEP (+1,52%) replaced.

$TSM (-2,97%) was sold and $MELI (-5,06%) & $CDNS (-1,55%) are new in the depot.

.... a little bit here and a little bit there was added.