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 (+1,49%) with a plus of almost 83% 📈
$IREN (+0,64%) with a plus of over 46% 📈
$ONDS (-0,24%) with an increase of over 40% 📈
Losers in May are:
$PNG (-4,79%) with a minus of over 2% 📉
$MDB (-3,28%) with a minus of almost 2% 📉
$ASML (+0,94%) with a minus of almost 2% 📉
New stocks found their way into the portfolio:
$MDB (-3,28%) , $ASML (+0,94%) , $SU (+1,34%) , $VSTM (-3,83%)
$CLBT (-0,32%)
Other values had to give way:
$LMND (-0,49%) , $OHB (-0,62%) , $ZTS (+0,27%) , $TEM (+0,91%) , $DR0 (-0,77%) , $MSFT (+0,7%)
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 (+1,02%) . This is to be left behind, instead the $ (+0,91%)VWRL (+0,91%) 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.
