My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (-0,26 %) and $BNP (+0,56 %) to add to my positions. I’m invested in $CMCSA (+0,48 %) 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 (+0,9 %)
CN Railway $CNR (+0,45 %)
CIBC $CM (+0,48 %)
Chevron $CVX (-2,57 %)
On the downside:
Höegh Autoliners $HAUTO (-0,26 %)
Novo Nordisk $NOVO B (+0,26 %)
UnitedHealth Group $UNH (-1,56 %)
Bitcoin $BTC (-1,15 %)
Ethereum $ETH (-1,57 %)
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.
