My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (+1,63 %) and $BNP (+1,03 %) to add to my positions. I’m invested in $CMCSA (+0,32 %) 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 (+3,18 %)
CN Railway $CNR (+1,01 %)
CIBC $CM (+0,25 %)
Chevron $CVX (+0,67 %)
On the downside:
Höegh Autoliners $HAUTO (+1,63 %)
Novo Nordisk $NOVO B (-2,64 %)
UnitedHealth Group $UNH (-2,3 %)
Bitcoin $BTC (-0,52 %)
Ethereum $ETH (-1,13 %)
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.
