My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (+0.05%) and $BNP (-3.48%) to add to my positions. I’m invested in $CMCSA (-2.06%) 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 (+1.44%)
CN Railway $CNR (+0.3%)
CIBC $CM (+0.56%)
Chevron $CVX (+0.47%)
On the downside:
Höegh Autoliners $HAUTO (+0.05%)
Novo Nordisk $NOVO B (+1.22%)
UnitedHealth Group $UNH (+3.13%)
Bitcoin $BTC (+1.25%)
Ethereum $ETH (+1.31%)
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.
