My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (-1,59 %) and $BNP (-0,62 %) to add to my positions. I’m invested in $CMCSA (-1,89 %) 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 (+1,65 %)
CN Railway $CNR (-1,57 %)
CIBC $CM (+0,29 %)
Chevron $CVX (-0,57 %)
On the downside:
Höegh Autoliners $HAUTO (-1,59 %)
Novo Nordisk $NOVO B (-6,12 %)
UnitedHealth Group $UNH (+0,13 %)
Bitcoin $BTC (+0,65 %)
Ethereum $ETH (+4,65 %)
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.
