The month of June is drawing to a close. It was a nice month for the stock market - a plus of about 2.7% - compared to 2022 (-8.6%).

not much is missing and the "losses" of 2022 are equalized.

some positions have changed.

$ALV (-8,39%) was sold and replaced by $AJG (-4,91%) replaced.

$ULVR (-3,5%) was replaced by $PEP (-2%) replaced.

$TSM (-6,15%) was sold and $MELI (-4,71%) & $CDNS (-6,57%) are new in the depot.

.... bissl here and bissl there was stocked up.