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 (-0,16%) with a plus of almost 83% 📈
$IREN (-1,37%) with a plus of over 46% 📈
$ONDS (+3,77%) with an increase of over 40% 📈
Losers in May are:
$PNG (+2,49%) with a minus of over 2% 📉
$MDB (+2,45%) with a minus of almost 2% 📉
$ASML (+0,76%) with a minus of almost 2% 📉
New stocks found their way into the portfolio:
$MDB (+2,45%) , $ASML (+0,76%) , $SU (+1,56%) , $VSTM (+1,01%)
$CLBT (-2,4%)
Other values had to give way:
$LMND (+4,88%) , $OHB (-4,01%) , $ZTS (+3,11%) , $TEM (+9,23%) , $DR0 (-0,37%) , $MSFT (+0,23%)
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 (+2,16%) . 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.
