Bitcoin has caused a significant correction in the portfolio, which is nothing unusual given the high weighting.
In November, there were more purchases in the energy sector ($EQNR (-3,96 %)
$AKRBP (-2,06 %)
$CNQ (-2,44 %) )
With $RHM (-0,74 %) I also took advantage of the sell-off and now hold 15 shares.
In addition to Bitcoin, my overall allocation is still overweight in the AI, defense and energy (oil/gas) sectors.
Cash is at ~16%, with a downward trend.
That's it already!
Have a relaxed Tuesday evening 🍻
