My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (+2,46%) and $BNP (-0,25%) to add to my positions. I’m invested in $CMCSA (+1,52%) 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 (-1,3%)
CN Railway $CNR (-2,14%)
CIBC $CM (-2,08%)
Chevron $CVX (-0,85%)
On the downside:
Höegh Autoliners $HAUTO (+2,46%)
Novo Nordisk $NOVO B (+0,34%)
UnitedHealth Group $UNH (+1,83%)
Bitcoin $BTC (+1,63%)
Ethereum $ETH (+0,51%)
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.
