My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (-1.28%) and $BNP (-1.29%) to add to my positions. I’m invested in $CMCSA (-2.58%) 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 (+0.35%)
CN Railway $CNR (+0.36%)
CIBC $CM (+1.2%)
Chevron $CVX (-1.94%)
On the downside:
Höegh Autoliners $HAUTO (-1.28%)
Novo Nordisk $NOVO B (-1.05%)
UnitedHealth Group $UNH (-2.35%)
Bitcoin $BTC (+0.34%)
Ethereum $ETH (+1.11%)
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.
