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 (-0,12%) was sold and replaced by $AJG (-0,87%) replaced by

$ULVR (-1,49%) was replaced by $PEP (-0,69%) replaced.

$TSM (-0,41%) was sold and $MELI (-1,63%) & $CDNS (-0,59%) are new in the depot.

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