the month of July is over.

A nice stock market month it was - a plus of about 2.7% - compared to 2022 (8.2%) not quite too strong, but still satisfied!

"Losses" of 2022 have been equalized.

some positions have changed.

$IFX (+1,56%) I have sold just under 1/3 and put the profit in $MELI (-0,23%) , $CDNS (+3,48%) & $AJG (-3,46%) reallocated

Savings plan on $IWDA (+1,17%) & $SPYD (-0,55%) continued to run normally.