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 (+0,13%) was sold and replaced by $AJG (+0,2%) replaced.

$ULVR (+0,06%) was replaced by $PEP (+0,08%) replaced.

$TSM (-1,18%) was sold and $MELI (+1,34%) & $CDNS (+0,2%) are new in the depot.

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