My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (-1,8 %) and $BNP (-2,1 %) to add to my positions. I’m invested in $CMCSA (+0,04 %) 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 (+0,07 %)
CN Railway $CNR (+1,32 %)
CIBC $CM (+0,45 %)
Chevron $CVX (+1,45 %)
On the downside:
Höegh Autoliners $HAUTO (-1,8 %)
Novo Nordisk $NOVO B (+1,36 %)
UnitedHealth Group $UNH (+1,58 %)
Bitcoin $BTC (-0,02 %)
Ethereum $ETH (-0,37 %)
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.
