Bitcoin has caused a significant correction in the portfolio, which is nothing unusual given the high weighting.
In November, there were more purchases in the energy sector ($EQNR (-0,94 %)
$AKRBP (-1,08 %)
$CNQ (-3,2 %) )
With $RHM (+0,33 %) I also took advantage of the sell-off and now hold 15 shares.
In addition to Bitcoin, my overall allocation is still overweight in the AI, defense and energy (oil/gas) sectors.
Cash is at ~16%, with a downward trend.
That's it already!
Have a relaxed Tuesday evening 🍻
