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 (-5,92%) with a plus of almost 83% 📈
$IREN (-8,47%) with a plus of over 46% 📈
$ONDS (-3,73%) with an increase of over 40% 📈
Losers in May are:
$PNG (-1,25%) with a minus of over 2% 📉
$MDB (-1,68%) with a minus of almost 2% 📉
$ASML (-0,25%) with a minus of almost 2% 📉
New stocks found their way into the portfolio:
$MDB (-1,68%) , $ASML (-0,25%) , $SU (+0,45%) , $VSTM (-2,74%)
$CLBT (+5,48%)
Other values had to give way:
$LMND (+3,15%) , $OHB (-9,19%) , $ZTS (+1,73%) , $TEM (-6,81%) , $DR0 (+0,13%) , $MSFT (+0,54%)
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 (+0,24%) . This is to be left behind, instead the $ (-0,27%)VWRL (-0,27%) 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.
