My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (-1,75 %) and $BNP (-0,7 %) to add to my positions. I’m invested in $CMCSA (-0,33 %) 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 (+1,7 %)
CN Railway $CNR (-1,73 %)
CIBC $CM (-0,98 %)
Chevron $CVX (+2,2 %)
On the downside:
Höegh Autoliners $HAUTO (-1,75 %)
Novo Nordisk $NOVO B (-0,96 %)
UnitedHealth Group $UNH (-0,18 %)
Bitcoin $BTC (+0,47 %)
Ethereum $ETH (+0,72 %)
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.
