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 (-0,14%) I have sold just under 1/3 and put the profit in $MELI (+1,33%) , $CDNS (+0,14%) & $AJG (+0,29%) reallocated

Savings plan on $IWDA (+0,44%) & $SPYD (+0,53%) continued to run normally.