My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (-0.54%) and $BNP (+0.24%) to add to my positions. I’m invested in $CMCSA (+0.41%) 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 (-2.78%)

CN Railway $CNR (+0.72%)

CIBC $CM (+0%)

Chevron $CVX (+2.14%)

On the downside:

Höegh Autoliners $HAUTO (-0.54%)

Novo Nordisk $NOVO B (-1.65%)

UnitedHealth Group $UNH (-1.66%)

Bitcoin $BTC (+0.17%)

Ethereum $ETH (+0.76%)

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.