My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (+1.26%) and $BNP (-0.27%) to add to my positions. I’m invested in $CMCSA (-1.55%) 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 (+0.93%)
CN Railway $CNR (+0%)
CIBC $CM (+1.01%)
Chevron $CVX (-0.3%)
On the downside:
Höegh Autoliners $HAUTO (+1.26%)
Novo Nordisk $NOVO B (-2.89%)
UnitedHealth Group $UNH (+0.69%)
Bitcoin $BTC (+0.2%)
Ethereum $ETH (+0.91%)
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.
