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 (+3,19%) with a plus of almost 83% 📈
$IREN (-1,77%) with a plus of over 46% 📈
$ONDS (+3,56%) with an increase of over 40% 📈
Losers in May are:
$PNG (-1,89%) with a minus of over 2% 📉
$MDB (+2,83%) with a minus of almost 2% 📉
$ASML (+0,71%) with a minus of almost 2% 📉
New stocks found their way into the portfolio:
$MDB (+2,83%) , $ASML (+0,71%) , $SU (-2,1%) , $VSTM (-0,46%)
$CLBT (+3,14%)
Other values had to give way:
$LMND (-0,94%) , $OHB (-1,08%) , $ZTS (-1,38%) , $TEM (+6,4%) , $DR0 (+2,96%) , $MSFT (+0,62%)
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 (-0,81%) . This is to be left behind, instead the $ (-0,17%)VWRL (-0,17%) 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.
