My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (-0.91%) and $BNP (-1.43%) to add to my positions. I’m invested in $CMCSA (+0.89%) 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 (-2.22%)
CN Railway $CNR (+1.3%)
CIBC $CM (-0.53%)
Chevron $CVX (+2.43%)
On the downside:
Höegh Autoliners $HAUTO (-0.91%)
Novo Nordisk $NOVO B (+0.42%)
UnitedHealth Group $UNH (+4.59%)
Bitcoin $BTC (-1.62%)
Ethereum $ETH (-2.75%)
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.
