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 (+1,11%) with a plus of almost 83% 📈
$IREN (+1,26%) with a plus of over 46% 📈
$ONDS (+0,33%) with an increase of over 40% 📈
Losers in May are:
$PNG (+2,5%) with a minus of over 2% 📉
$MDB (-2,15%) with a minus of almost 2% 📉
$ASML (+1,89%) with a minus of almost 2% 📉
New stocks found their way into the portfolio:
$MDB (-2,15%) , $ASML (+1,89%) , $SU (+1,39%) , $VSTM (-0,97%)
$CLBT (-2,06%)
Other values had to give way:
$LMND (+0,19%) , $OHB (+1,25%) , $ZTS (-0,12%) , $TEM (-0,89%) , $DR0 (-1,93%) , $MSFT (-3,14%)
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 (+0,43%) . This is to be left behind, instead the $ (-0,21%)VWRL (-0,21%) 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.
