My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (-0,18%) and $BNP (-1,15%) to add to my positions. I’m invested in $CMCSA (+2,76%) 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 (-7,24%)
CN Railway $CNR (+0,37%)
CIBC $CM (+1,09%)
Chevron $CVX (+0,7%)
On the downside:
Höegh Autoliners $HAUTO (-0,18%)
Novo Nordisk $NOVO B (+4,16%)
UnitedHealth Group $UNH (+0,73%)
Bitcoin $BTC (+0,16%)
Ethereum $ETH (-0,23%)
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.
