My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (-2,23%) and $BNP (-1,04%) to add to my positions. I’m invested in $CMCSA (+0,04%) 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 (-0,81%)
CIBC $CM (-0,71%)
Chevron $CVX (-0,46%)
On the downside:
Höegh Autoliners $HAUTO (-2,23%)
Novo Nordisk $NOVO B (-1,73%)
UnitedHealth Group $UNH (-1,15%)
Bitcoin $BTC (-2,35%)
Ethereum $ETH (-2,51%)
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.
