the month of July is over.
A nice stock market month it was - a plus of about 2.7% - compared to 2022 (8.2%) not quite too strong, but still satisfied!
"Losses" of 2022 have been equalized.
some positions have changed.
$IFX (-0,35%) I have sold just under 1/3 and put the profit in $MELI (-2,34%) , $CDNS (-1,14%) & $AJG (-5,4%) reallocated
Savings plan on $IWDA (-0,26%) & $SPYD (+0,96%) continued to run normally.

