My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (+2,36 %) and $BNP (-0,86 %) to add to my positions. I’m invested in $CMCSA (+1,94 %) 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 (-2,35 %)
CN Railway $CNR (+0,82 %)
CIBC $CM (-0,05 %)
Chevron $CVX (+3,91 %)
On the downside:
Höegh Autoliners $HAUTO (+2,36 %)
Novo Nordisk $NOVO B (-0,63 %)
UnitedHealth Group $UNH (+1,29 %)
Bitcoin $BTC (+0,29 %)
Ethereum $ETH (+0,34 %)
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.
