My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (-1.8%) and $BNP (-2.1%) to add to my positions. I’m invested in $CMCSA (+0.04%) 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 (+0.07%)
CN Railway $CNR (+1.32%)
CIBC $CM (+0.45%)
Chevron $CVX (+1.45%)
On the downside:
Höegh Autoliners $HAUTO (-1.8%)
Novo Nordisk $NOVO B (+1.36%)
UnitedHealth Group $UNH (+1.58%)
Bitcoin $BTC (-0.02%)
Ethereum $ETH (-0.37%)
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.
