My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (-4,4 %) and $BNP (-0,08 %) to add to my positions. I’m invested in $CMCSA (+1,58 %) 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 (-2,47 %)
CN Railway $CNR (-0,3 %)
CIBC $CM (-0,25 %)
Chevron $CVX (-0,41 %)
On the downside:
Höegh Autoliners $HAUTO (-4,4 %)
Novo Nordisk $NOVO B (-0,31 %)
UnitedHealth Group $UNH (-0,15 %)
Bitcoin $BTC (-4 %)
Ethereum $ETH (-4,68 %)
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.
