My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (+0,77 %) and $BNP (+0,23 %) to add to my positions. I’m invested in $CMCSA (-0,88 %) 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 (+1,47 %)
CN Railway $CNR (+2,28 %)
CIBC $CM (+0,89 %)
Chevron $CVX (-0,3 %)
On the downside:
Höegh Autoliners $HAUTO (+0,77 %)
Novo Nordisk $NOVO B (-0,6 %)
UnitedHealth Group $UNH (+1,6 %)
Bitcoin $BTC (+0,26 %)
Ethereum $ETH (+0,64 %)
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.
