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 (+0,38%) with a plus of almost 83% 📈
$IREN (+2,51%) with a plus of over 46% 📈
$ONDS (+0,52%) with an increase of over 40% 📈
Losers in May are:
$PNG (+1,86%) with a minus of over 2% 📉
$MDB (-0,97%) with a minus of almost 2% 📉
$ASML (+4,99%) with a minus of almost 2% 📉
New stocks found their way into the portfolio:
$MDB (-0,97%) , $ASML (+4,99%) , $SU (+3,19%) , $VSTM (-9,89%)
$CLBT (-4,39%)
Other values had to give way:
$LMND (-0,92%) , $OHB (-4,09%) , $ZTS (-1,16%) , $TEM (-5,79%) , $DR0 (+2,92%) , $MSFT (-3,18%)
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 (-1,05%) . This is to be left behind, instead the $ (+0,53%)VWRL (+0,53%) 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.
