6Mes·

Monthly portfolio update - October

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.

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6 Commenti

immagine del profilo
Just checked your portfolio, it's far from diversified, no wonder your monthly performance was negative...
Looking forward to you diversifying and being green by year end 💹
1
immagine del profilo
@Jo_Wolf thanks for the feedback. I’m still learning, so I really appreciate someone with experience taking a look at my portfolio.

I’m aware the lack of diversification is one of my issues right now. Got any tips for me?
immagine del profilo
@Diavalboy I have my little rule that I do not let single stocks reach more than 5% allocation. Works for me in case of bad pick, learned it the hard way with Pfizer 😃

But then also I'm highly diversified with a 55/25/20 model (55% equity, 25% precious metals, 20% bonds) but that's my own thing, it's not for everyone but it's calibrated for my objective to keep my portfolio until I'm 60+ 😄
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immagine del profilo
Abou 75% into healthcare with 2 stocks is quite risky..
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immagine del profilo
@Jo_Wolf appreciate the insight - sounds like a solid approach.
immagine del profilo
@Noord26 you’re right, it’s heavy on healthcare right now.

Those were some of my earliest positions, so they’ve grown quite a bit. I’ve been putting new contributions elsewhere lately, so it should get more balanced with time.

Thanks for the feedback!
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