My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (-2,02 %) and $BNP (-4,29 %) to add to my positions. I’m invested in $CMCSA (-0,91 %) 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 (-2,52 %)

CN Railway $CNR (+0,09 %)

CIBC $CM (-0,9 %)

Chevron $CVX (+1,56 %)

On the downside:

Höegh Autoliners $HAUTO (-2,02 %)

Novo Nordisk $NOVO B (+0,81 %)

UnitedHealth Group $UNH (+0,46 %)

Bitcoin $BTC (-3,53 %)

Ethereum $ETH (-3,87 %)

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.