My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (-0,19%) and $BNP (+0,89%) to add to my positions. I’m invested in $CMCSA (+3,56%) 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 (+0,69%)
CN Railway $CNR (+0,31%)
CIBC $CM (+0,08%)
Chevron $CVX (-0,52%)
On the downside:
Höegh Autoliners $HAUTO (-0,19%)
Novo Nordisk $NOVO B (-0,01%)
UnitedHealth Group $UNH (-0,63%)
Bitcoin $BTC (-2,79%)
Ethereum $ETH (-4,66%)
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.
