🛒 New purchases

• R3N SME shares (fraction)$R3N493
• 
  Secunet (cybersecurity 🇩🇪)$YSN (-0,88%)
• 
  Atoss Software (HR software 🇩🇪)$AOF (-3,54%)
• 
  Novo Nordisk (healthcare 🇩🇰)$NOVO B (-0,1%)
• 
  Capgemini (IT services 🇫🇷)$CAP (+0,19%)

🔄 Movement

• Sale of Infineon Technologies (semiconductors 🇩🇪), to reallocate to other sectors.$IFX (+6,2%)

🎯 Quick summary

Early September rhymes with :

The strategy remains the same: build a portfolio balanced between growth and dividendsby gradually adding solid companies.

• Dividends falling steadily 💵
• Strengthening in health + tech
• A small rotation with the exit of Infineon