My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (-1,22%) and $BNP (+0,63%) to add to my positions. I’m invested in $CMCSA (-0,25%) 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 (-2,59%)
CN Railway $CNR (+2,57%)
CIBC $CM (-0,15%)
Chevron $CVX (-2,2%)
On the downside:
Höegh Autoliners $HAUTO (-1,22%)
Novo Nordisk $NOVO B (+0,37%)
UnitedHealth Group $UNH (-0,53%)
Bitcoin $BTC (-2,27%)
Ethereum $ETH (-0,96%)
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.
