My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (-0,49%) and $BNP (+0,16%) to add to my positions. I’m invested in $CMCSA (+1,15%) 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 (-5,05%)
CN Railway $CNR (+1,31%)
CIBC $CM (+1,92%)
Chevron $CVX (+0,87%)
On the downside:
Höegh Autoliners $HAUTO (-0,49%)
Novo Nordisk $NOVO B (-1,52%)
UnitedHealth Group $UNH (+0,18%)
Bitcoin $BTC (+3,43%)
Ethereum $ETH (+3%)
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.
