My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (+1,31 %) and $BNP (+1,8 %) to add to my positions. I’m invested in $CMCSA (+0,07 %) 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 (-0,74 %)
CN Railway $CNR (-0,06 %)
CIBC $CM (-0,18 %)
Chevron $CVX (-0,85 %)
On the downside:
Höegh Autoliners $HAUTO (+1,31 %)
Novo Nordisk $NOVO B (+0,9 %)
UnitedHealth Group $UNH (+0,51 %)
Bitcoin $BTC (-2,05 %)
Ethereum $ETH (-2,1 %)
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.
