My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (+1,26 %) and $BNP (+0,07 %) to add to my positions. I’m invested in $CMCSA (+0,88 %) 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 (-0,32 %)
CN Railway $CNR (+0,34 %)
CIBC $CM (-0,35 %)
Chevron $CVX (-0,85 %)
On the downside:
Höegh Autoliners $HAUTO (+1,26 %)
Novo Nordisk $NOVO B (+0,59 %)
UnitedHealth Group $UNH (-0,62 %)
Bitcoin $BTC (-1,81 %)
Ethereum $ETH (-2,64 %)
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.
