the month of July is over.
A nice stock market month it was - a plus of about 2.7% - compared to 2022 (8.2%) not quite too strong, but still satisfied!
"Losses" of 2022 have been equalized.
some positions have changed.
$IFX (+1,91%) I have sold just under 1/3 and put the profit in $MELI (-1,39%) , $CDNS (-0,47%) & $AJG (-1,11%) reallocated
Savings plan on $IWDA (+0,36%) & $SPYD (-0,12%) continued to run normally.

