In July we are still above the 400k Euro mark, even improving a bit (+0.89%) and with no investments in the month. Until the middle of the month, the numbers looked even more positive but the second half wiped clean most of that.
A new wind is blowing though or at least you start to feel the breeze: from the beginning of the year, the rally was driven by companies which are leveraging the trend of AI (e.g. Nvidia) but in July the worst performers in % terms are exactly the ETFs which focus on innovation, technology, robotics (and Nike, but that is a different story) and they usually overindex in these companies.
These are not my main positions as you can see from the amounts, I should really clean them up one day.
Are investors starting to think there might be a bit of bubble in the sector? Let's see.
In terms of dividends, July is a dead month with only Nike paying out (9.34 Euro).
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