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 (-5,56%) with a plus of almost 83% 📈
$IREN (-5,46%) with a plus of over 46% 📈
$ONDS (-4,46%) with an increase of over 40% 📈
Losers in May are:
$PNG (-1,62%) with a minus of over 2% 📉
$MDB (-0,24%) with a minus of almost 2% 📉
$ASML (-6,97%) with a minus of almost 2% 📉
New stocks found their way into the portfolio:
$MDB (-0,24%) , $ASML (-6,97%) , $SU (-4,48%) , $VSTM (+0,44%)
$CLBT (-0,51%)
Other values had to give way:
$LMND (-3,24%) , $OHB (-1,68%) , $ZTS (-0,33%) , $TEM (-2,46%) , $DR0 (-2,66%) , $MSFT (+0,4%)
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 (-2,39%) . This is to be left behind, instead the $ (-1,96%)VWRL (-1,96%) 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.
