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 (-0,27%) with a plus of almost 83% 📈
$IREN (-0,5%) with a plus of over 46% 📈
$ONDS (-0,23%) with an increase of over 40% 📈
Losers in May are:
$PNG (+0,56%) with a minus of over 2% 📉
$MDB (+2,33%) with a minus of almost 2% 📉
$ASML (-1,51%) with a minus of almost 2% 📉
New stocks found their way into the portfolio:
$MDB (+2,33%) , $ASML (-1,51%) , $SU (-1,5%) , $VSTM (-1,83%)
$CLBT (+1,34%)
Other values had to give way:
$LMND (+0,72%) , $OHB (+3,4%) , $ZTS (+1,92%) , $TEM (+0,26%) , $DR0 (-1,86%) , $MSFT (+1,89%)
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%) . This is to be left behind, instead the $ (+0,44%)VWRL (+0,44%) 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.
