My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (-0.3%) and $BNP (-0.01%) to add to my positions. I’m invested in $CMCSA (+0%) and have opened positions there because they are shifting their focus towards entertainment and streaming, which I believe is a big part of the future.
The best performers this month were:
Qualcomm $QCOM (+1.13%)
CN Railway $CNR (+0.37%)
CIBC $CM (+0.31%)
Chevron $CVX (+10.06%)
On the downside:
Höegh Autoliners $HAUTO (-0.3%)
Novo Nordisk $NOVO B (+0.61%)
UnitedHealth Group $UNH (-0.37%)
Bitcoin $BTC (+1.46%)
Ethereum $ETH (+0.84%)
Since Novo Nordisk and UnitedHealth are my largest positions, their weak performance had a significant impact on my portfolio.
It was a cautious month with mixed results. I’m staying patient and ready for better opportunities ahead.
