My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (-0,28 %) and $BNP (-1,36 %) to add to my positions. I’m invested in $CMCSA (+0,55 %) 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 (+2,4 %)
CN Railway $CNR (+0,47 %)
CIBC $CM (+0,47 %)
Chevron $CVX (+0,1 %)
On the downside:
Höegh Autoliners $HAUTO (-0,28 %)
Novo Nordisk $NOVO B (-0,82 %)
UnitedHealth Group $UNH (+0,51 %)
Bitcoin $BTC (+0,85 %)
Ethereum $ETH (+1,62 %)
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.
