My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (-0,66 %) and $BNP (+0,02 %) to add to my positions. I’m invested in $CMCSA (+1,83 %) 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 (-3,37 %)
CN Railway $CNR (-0,17 %)
CIBC $CM (+0,1 %)
Chevron $CVX (+1,84 %)
On the downside:
Höegh Autoliners $HAUTO (-0,66 %)
Novo Nordisk $NOVO B (+2,61 %)
UnitedHealth Group $UNH (+0,79 %)
Bitcoin $BTC (-3,42 %)
Ethereum $ETH (-4,5 %)
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.
