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 (-1.16%) was sold and replaced by $AJG (+0.9%) replaced.
$ULVR (-1.57%) was replaced by $PEP (-2.49%) replaced.
$TSM (-0.61%) was sold and $MELI (+1.15%) & $CDNS (-0.11%) are new in the depot.
.... bissl here and bissl there was stocked up.