My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (+0.88%) and $BNP (-2%) to add to my positions. I’m invested in $CMCSA (+7.21%) 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 (-0.1%)
CN Railway $CNR (+4.3%)
CIBC $CM (+0%)
Chevron $CVX (+0.89%)
On the downside:
Höegh Autoliners $HAUTO (+0.88%)
Novo Nordisk $NOVO B (-0.97%)
UnitedHealth Group $UNH (+0.43%)
Bitcoin $BTC (-0.38%)
Ethereum $ETH (-0.97%)
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.
