My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (+0.35%) and $BNP (+1.56%) to add to my positions. I’m invested in $CMCSA (-1.36%) 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 (-0.21%)
CN Railway $CNR (+1.1%)
CIBC $CM (+1.8%)
Chevron $CVX (-0.66%)
On the downside:
Höegh Autoliners $HAUTO (+0.35%)
Novo Nordisk $NOVO B (+1.5%)
UnitedHealth Group $UNH (-0.09%)
Bitcoin $BTC (-0.74%)
Ethereum $ETH (+0.04%)
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.
