My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (-2.9%) and $BNP (+2.11%) to add to my positions. I’m invested in $CMCSA (+2.01%) 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 (+3.78%)

CN Railway $CNR (+0.11%)

CIBC $CM (-0.06%)

Chevron $CVX (+0.92%)

On the downside:

Höegh Autoliners $HAUTO (-2.9%)

Novo Nordisk $NOVO B (-1.34%)

UnitedHealth Group $UNH (+2.35%)

Bitcoin $BTC (-0.12%)

Ethereum $ETH (+0.33%)

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.