May was a good month with a return of +6.24%.
The YTD is with +6% finally back in the green. 📈
The winners in May are:
$RKLB (+0,84%) with a plus of almost 83% 📈
$IREN (+1,55%) with a plus of over 46% 📈
$ONDS (+1,06%) with an increase of over 40% 📈
Losers in May are:
$PNG (+0,57%) with a minus of over 2% 📉
$MDB (+0,32%) with a minus of almost 2% 📉
$ASML (+0,69%) with a minus of almost 2% 📉
New stocks found their way into the portfolio:
$MDB (+0,32%) , $ASML (+0,69%) , $SU (+0,22%) , $VSTM (+1,34%)
$CLBT (+0,2%)
Other values had to give way:
$LMND (+0,24%) , $OHB (-0,46%) , $ZTS (+0,04%) , $TEM (+0,65%) , $DR0 (-2,37%) , $MSFT (+0,52%)
A realignment of my strategy is planned from next month. The aim is to build up a core. This is currently still at a portfolio size of just under 54%. $4GLD (-0,59%) . This is to be left behind, instead the $ (+0,38%)VWRL (+0,38%) is to be saved with €20 per day.
In addition, I started my small AI project Velocity. More details on this in the last post.
