May was a good month with a return of +6.24%.
The YTD is with +6% finally back in the green. 📈
The winners in May are:
$RKLB (-4,81%) with a plus of almost 83% 📈
$IREN (-3,79%) with a plus of over 46% 📈
$ONDS (-3,44%) with an increase of over 40% 📈
Losers in May are:
$PNG (-1,06%) with a minus of over 2% 📉
$MDB (-0,9%) with a minus of almost 2% 📉
$ASML (-5,8%) with a minus of almost 2% 📉
New stocks found their way into the portfolio:
$MDB (-0,9%) , $ASML (-5,8%) , $SU (-2,71%) , $VSTM (-0,67%)
$CLBT (-0,62%)
Other values had to give way:
$LMND (-3,24%) , $OHB (-0,45%) , $ZTS (-0,21%) , $TEM (-2,88%) , $DR0 (-1,51%) , $MSFT (-0,28%)
A realignment of my strategy is planned from next month. The aim is to build up a core. This is currently still at a portfolio size of just under 54%. $4GLD (-2,03%) . This is to be left behind, instead the $ (-1,7%)VWRL (-1,7%) is to be saved with €20 per day.
In addition, I started my small AI project Velocity. More details on this in the last post.
