The month of June is drawing to a close. It was a good month on the stock market - a plus of around 2.7% - compared to 2022 (-8.6%)

not much is missing and the "losses" of 2022 are equalized.

Some positions have changed.

$ALV was sold and replaced by $AJG replaced by

$ULVR was replaced by $PEP replaced.

$TSM was sold and $MELI & $CDNS are new in the depot.

.... a little bit here and a little bit there was added.