My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (+0.23%) and $BNP (+0.65%) to add to my positions. I’m invested in $CMCSA (-0.56%) 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 (-0.51%)
CN Railway $CNR (+0.36%)
CIBC $CM (+0.1%)
Chevron $CVX (-0.05%)
On the downside:
Höegh Autoliners $HAUTO (+0.23%)
Novo Nordisk $NOVO B (+0.23%)
UnitedHealth Group $UNH (-0.32%)
Bitcoin $BTC (+0.59%)
Ethereum $ETH (+0.61%)
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.
