My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (+2,38%) and $BNP (-0,76%) to add to my positions. I’m invested in $CMCSA (-0,14%) 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 (-1,57%)
CN Railway $CNR (+0,39%)
CIBC $CM (-0,26%)
Chevron $CVX (-0,09%)
On the downside:
Höegh Autoliners $HAUTO (+2,38%)
Novo Nordisk $NOVO B (-1,64%)
UnitedHealth Group $UNH (-0,13%)
Bitcoin $BTC (-1,89%)
Ethereum $ETH (-2,64%)
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.
