My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (+1,33 %) and $BNP (-0,02 %) to add to my positions. I’m invested in $CMCSA (-10,16 %) 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 (+10,28 %)
CN Railway $CNR (+0,29 %)
CIBC $CM (+0,43 %)
Chevron $CVX (-2,34 %)
On the downside:
Höegh Autoliners $HAUTO (+1,33 %)
Novo Nordisk $NOVO B (+5,69 %)
UnitedHealth Group $UNH (-0,5 %)
Bitcoin $BTC (-0,44 %)
Ethereum $ETH (-0,63 %)
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.
