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 (-4,56%) with a plus of almost 83% 📈
$IREN (-2,47%) with a plus of over 46% 📈
$ONDS (-4,3%) with an increase of over 40% 📈
Losers in May are:
$PNG (-5,54%) with a minus of over 2% 📉
$MDB (-6,1%) with a minus of almost 2% 📉
$ASML (-0,93%) with a minus of almost 2% 📉
New stocks found their way into the portfolio:
$MDB (-6,1%) , $ASML (-0,93%) , $SU (-0,98%) , $VSTM (+0,9%)
$CLBT (+1,58%)
Other values had to give way:
$LMND (+1,33%) , $OHB (-9,26%) , $ZTS (-0,74%) , $TEM (-6,7%) , $DR0 (-6,74%) , $MSFT (+1,45%)
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 (+1,05%) . This is to be left behind, instead the $ (+0,01%)VWRL (+0,01%) 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.
