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 (+4,61%) with a plus of almost 83% 📈
$IREN (+2,7%) with a plus of over 46% 📈
$ONDS (+1,42%) with an increase of over 40% 📈
Losers in May are:
$PNG (-3,45%) with a minus of over 2% 📉
$MDB (+1,87%) with a minus of almost 2% 📉
$ASML (+2,88%) with a minus of almost 2% 📉
New stocks found their way into the portfolio:
$MDB (+1,87%) , $ASML (+2,88%) , $SU (+3,28%) , $VSTM (-2,72%)
$CLBT (-0,66%)
Other values had to give way:
$LMND (-0,28%) , $OHB (-0,98%) , $ZTS (+0,34%) , $TEM (-0,13%) , $DR0 (+2,98%) , $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 (-1,35%) . This is to be left behind, instead the $ (+0,77%)VWRL (+0,77%) 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.
