My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (+5,05 %) and $BNP (+0,57 %) to add to my positions. I’m invested in $CMCSA (+0,89 %) 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 (+4,86 %)

CN Railway $CNR (+1,1 %)

CIBC $CM (+1,34 %)

Chevron $CVX (+1,37 %)

On the downside:

Höegh Autoliners $HAUTO (+5,05 %)

Novo Nordisk $NOVO B (+0,73 %)

UnitedHealth Group $UNH (-0,64 %)

Bitcoin $BTC (+1,87 %)

Ethereum $ETH (+2,69 %)

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.