Factsheet May 2026 💎

ASML ballooned +23% in May 🚀

Hi there, partner 👋

May was a quiet month for the portfolio, up +2.05%.

After April’s strong recovery, May felt like the market taking a breather. The businesses we own kept doing what they do: compounding earnings, taking market share, and building their moats. The stock prices mostly moved sideways to slightly up, and that’s fine.

No positions were adde…