better than expected… better than expected…
As a general rule, however, do not foresee the stock price for the very short term.
Focus on the long term.

solid 30% gain for almost half of the stocks. looking forward to a good closing in July

Which stock perform the best in your account? What factors contribute to its success?
Due to privacy reason, I don't revealed my individual stock P/L. I did well in Tech stocks which is related to artificial intelligence. I also made some profit in ETF stock like S&P 500.
Do you have any unexpected lossess? Do you believe that it's due to emotional trading?
I buy value stocks at dip and my loss is due to volatility...

Tech is high risk and potentially high gain. There is no reason not investing in Tech. However, it is worth paying attention to the companies with reasonable PE.
Med is always needed. It won’t gain /grow as fast as Tech, but it is stable and worth considering in the current economy. Also, med companies have quite barriers for the new comers to enter. Typically, M&A happnes if a new start-up med becomes promising (e.g., PFE/Merk/… to buy others these days).