My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (-1,07 %) and $BNP (+0,31 %) to add to my positions. I’m invested in $CMCSA (+2,02 %) 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 (+5,86 %)
CN Railway $CNR (+0,98 %)
CIBC $CM (-1,38 %)
Chevron $CVX (-1,6 %)
On the downside:
Höegh Autoliners $HAUTO (-1,07 %)
Novo Nordisk $NOVO B (-5,94 %)
UnitedHealth Group $UNH (-1,96 %)
Bitcoin $BTC (+0,06 %)
Ethereum $ETH (-0,07 %)
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.
