My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (+1.55%) and $BNP (+1.48%) to add to my positions. I’m invested in $CMCSA (-0.26%) 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 (-2.13%)
CN Railway $CNR (-0.09%)
CIBC $CM (-0.28%)
Chevron $CVX (-0.65%)
On the downside:
Höegh Autoliners $HAUTO (+1.55%)
Novo Nordisk $NOVO B (+1.32%)
UnitedHealth Group $UNH (-0.14%)
Bitcoin $BTC (-2.21%)
Ethereum $ETH (-2.06%)
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.
