My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (+2.51%) and $BNP (-1.03%) to add to my positions. I’m invested in $CMCSA (+0.7%) 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 (-1.01%)
CN Railway $CNR (-2.86%)
CIBC $CM (-1.51%)
Chevron $CVX (+0.14%)
On the downside:
Höegh Autoliners $HAUTO (+2.51%)
Novo Nordisk $NOVO B (-0.55%)
UnitedHealth Group $UNH (-0.68%)
Bitcoin $BTC (-0.05%)
Ethereum $ETH (-0.14%)
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.
