My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (-0,66%) and $BNP (+0,02%) to add to my positions. I’m invested in $CMCSA (+1,83%) 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 (-3,37%)

CN Railway $CNR (-0,17%)

CIBC $CM (+0,1%)

Chevron $CVX (+1,84%)

On the downside:

Höegh Autoliners $HAUTO (-0,66%)

Novo Nordisk $NOVO B (+2,61%)

UnitedHealth Group $UNH (+0,79%)

Bitcoin $BTC (-3,93%)

Ethereum $ETH (-3,99%)

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.