My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (-0.67%) and $BNP (-0.88%) to add to my positions. I’m invested in $CMCSA (+0.06%) 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 (-0.83%)
CN Railway $CNR (+0.17%)
CIBC $CM (-0.13%)
Chevron $CVX (+1.04%)
On the downside:
Höegh Autoliners $HAUTO (-0.67%)
Novo Nordisk $NOVO B (-0.21%)
UnitedHealth Group $UNH (+0.34%)
Bitcoin $BTC (-0.34%)
Ethereum $ETH (-0.93%)
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.
