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 (-4,72%) with a plus of almost 83% 📈
$IREN (-8,13%) with a plus of over 46% 📈
$ONDS (-3,99%) with an increase of over 40% 📈
Losers in May are:
$PNG (-1,25%) with a minus of over 2% 📉
$MDB (-1,49%) with a minus of almost 2% 📉
$ASML (-0,99%) with a minus of almost 2% 📉
New stocks found their way into the portfolio:
$MDB (-1,49%) , $ASML (-0,99%) , $SU (+0,5%) , $VSTM (-2,25%)
$CLBT (+5,66%)
Other values had to give way:
$LMND (+1,4%) , $OHB (-9,04%) , $ZTS (+0,71%) , $TEM (-6,89%) , $DR0 (+0,26%) , $MSFT (+0,8%)
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 (+0,36%) . This is to be left behind, instead the $ (-0,2%)VWRL (-0,2%) 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.
