My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (-2,77%) and $BNP (+0,75%) to add to my positions. I’m invested in $CMCSA (+0,47%) 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 (+2,25%)

CN Railway $CNR (-1,3%)

CIBC $CM (-0,75%)

Chevron $CVX (+2,97%)

On the downside:

Höegh Autoliners $HAUTO (-2,77%)

Novo Nordisk $NOVO B (-0,34%)

UnitedHealth Group $UNH (-1,51%)

Bitcoin $BTC (-0,91%)

Ethereum $ETH (-1,34%)

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.