My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (+3,06%) and $BNP (-0,74%) to add to my positions. I’m invested in $CMCSA (+0,47%) 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 (-1,56%)
CN Railway $CNR (-0,18%)
CIBC $CM (-1,1%)
Chevron $CVX (-0,31%)
On the downside:
Höegh Autoliners $HAUTO (+3,06%)
Novo Nordisk $NOVO B (+0,93%)
UnitedHealth Group $UNH (+0,15%)
Bitcoin $BTC (-0,23%)
Ethereum $ETH (-0,48%)
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.
