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.