My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (+0,47%) and $BNP (-1,19%) to add to my positions. I’m invested in $CMCSA (-5,18%) 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 (+4,88%)
CN Railway $CNR (-0,43%)
CIBC $CM (-0,44%)
Chevron $CVX (+1,59%)
On the downside:
Höegh Autoliners $HAUTO (+0,47%)
Novo Nordisk $NOVO B (-1,55%)
UnitedHealth Group $UNH (+1,05%)
Bitcoin $BTC (-2,69%)
Ethereum $ETH (-4,24%)
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.
