Bitcoin has caused a significant correction in the portfolio, which is nothing unusual given the high weighting.
In November, there were more purchases in the energy sector ($EQNR (-2.3%)
$AKRBP (-0.83%)
$CNQ (-1.15%) )
With $RHM (-2.35%) I also took advantage of the sell-off and now hold 15 shares.
In addition to Bitcoin, my overall allocation is still overweight in the AI, defense and energy (oil/gas) sectors.
Cash is at ~16%, with a downward trend.
That's it already!
Have a relaxed Tuesday evening 🍻
