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 (-8,33%) I have sold just under 1/3 and put the profit in $MELI (-4,71%) , $CDNS (-6,34%) & $AJG (-4,99%) reallocated

Savings plan on $IWDA (-5,63%) & $SPYD (-4,84%) continued to run normally.