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 (-0,96%) was sold and replaced by $AJG (+1,51%) replaced by

$ULVR (-0,96%) was replaced by $PEP (+0,6%) replaced.

$TSM (-2,59%) was sold and $MELI (-3,22%) & $CDNS (-1,03%) are new in the depot.

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