Overall earnings were steady and upward in May. Due to institutional exchanges at the end of the month, technology stocks (software stocks) pulled back across the board, and UNH and MCD balanced positions were increased, and short-term profits settled ASML and ISRG. If the index recovers by about 5% in June, it will start opening positions on the two ETFs IWY and MOAT, making the overall investment portfolio better, more stable and healthy.