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 (-7,1%) with a plus of almost 83% 📈
$IREN (-1,8%) with a plus of over 46% 📈
$ONDS (-12,84%) with an increase of over 40% 📈
Losers in May are:
$PNG (-6,86%) with a minus of over 2% 📉
$MDB (-6,65%) with a minus of almost 2% 📉
$ASML (+1%) with a minus of almost 2% 📉
New stocks found their way into the portfolio:
$MDB (-6,65%) , $ASML (+1%) , $SU (-2%) , $VSTM (-2,32%)
$CLBT (-6,1%)
Other values had to give way:
$LMND (-9,44%) , $OHB (-7,5%) , $ZTS (+0,47%) , $TEM (-5,92%) , $DR0 (+6,94%) , $MSFT (-3,54%)
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 $ (-0,65%)VWRL (-0,65%) 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.
