My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (+0.25%) and $BNP (+0.94%) to add to my positions. I’m invested in $CMCSA (+3.45%) 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 (+0.36%)
CN Railway $CNR (+0.32%)
CIBC $CM (+0.27%)
Chevron $CVX (-0.58%)
On the downside:
Höegh Autoliners $HAUTO (+0.25%)
Novo Nordisk $NOVO B (+0.3%)
UnitedHealth Group $UNH (-0.58%)
Bitcoin $BTC (-2.64%)
Ethereum $ETH (-4.47%)
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.
