My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (-1,81%) and $BNP (-0,95%) to add to my positions. I’m invested in $CMCSA (+0,42%) 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 (+0,85%)
CN Railway $CNR (-2,29%)
CIBC $CM (-1,25%)
Chevron $CVX (+1,72%)
On the downside:
Höegh Autoliners $HAUTO (-1,81%)
Novo Nordisk $NOVO B (-1,72%)
UnitedHealth Group $UNH (-0,61%)
Bitcoin $BTC (-0,03%)
Ethereum $ETH (+0,19%)
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.
