My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (-0,61 %) and $BNP (-0,62 %) to add to my positions. I’m invested in $CMCSA (+2,71 %) 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 (-9,55 %)
CN Railway $CNR (+1,35 %)
CIBC $CM (+0,61 %)
Chevron $CVX (+0,94 %)
On the downside:
Höegh Autoliners $HAUTO (-0,61 %)
Novo Nordisk $NOVO B (+2,4 %)
UnitedHealth Group $UNH (-0,06 %)
Bitcoin $BTC (-2,67 %)
Ethereum $ETH (-4,13 %)
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.
