My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (-1,24%) and $BNP (+3,06%) to add to my positions. I’m invested in $CMCSA (-0,37%) 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 (-1,22%)

CN Railway $CNR (-0,11%)

CIBC $CM (+0,41%)

Chevron $CVX (-1,21%)

On the downside:

Höegh Autoliners $HAUTO (-1,24%)

Novo Nordisk $NOVO B (+4,51%)

UnitedHealth Group $UNH (-0,5%)

Bitcoin $BTC (+0,23%)

Ethereum $ETH (+0,6%)

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.