🛒 New purchases

• R3N SME shares (fraction)$R3N493
• 
  Secunet (cybersecurity 🇩🇪)$YSN (+0,7%)
• 
  Atoss Software (HR software 🇩🇪)$AOF (+1,2%)
• 
  Novo Nordisk (healthcare 🇩🇰)$NOVO B (-1,69%)
• 
  Capgemini (IT services 🇫🇷)$CAP (+1,3%)

🔄 Movement

• Sale of Infineon Technologies (semiconductors 🇩🇪), to reallocate to other sectors.$IFX (+0,7%)

🎯 Quick summary

Early September rhymes with :

The strategy remains the same: build a portfolio balanced between growth and dividendsby gradually adding solid companies.

• Dividends falling steadily 💵
• Strengthening in health + tech
• A small rotation with the exit of Infineon