My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (+0,03%) and $BNP (-0,92%) to add to my positions. I’m invested in $CMCSA (+1,66%) 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 (+3,01%)
CN Railway $CNR (+0,33%)
CIBC $CM (-0,1%)
Chevron $CVX (+1,93%)
On the downside:
Höegh Autoliners $HAUTO (+0,03%)
Novo Nordisk $NOVO B (-0,89%)
UnitedHealth Group $UNH (+0,74%)
Bitcoin $BTC (-2,99%)
Ethereum $ETH (-2,46%)
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.
