My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (+1,61 %) and $BNP (-1,29 %) to add to my positions. I’m invested in $CMCSA (-2,9 %) 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 (+3,6 %)
CN Railway $CNR (+1,56 %)
CIBC $CM (-1,64 %)
Chevron $CVX (-4,31 %)
On the downside:
Höegh Autoliners $HAUTO (+1,61 %)
Novo Nordisk $NOVO B (+3,12 %)
UnitedHealth Group $UNH (+2,11 %)
Bitcoin $BTC (-0,32 %)
Ethereum $ETH (-0,66 %)
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.
