My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (+2,54%) and $BNP (+1,71%) to add to my positions. I’m invested in $CMCSA (+0,42%) 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 (-3,11%)
CN Railway $CNR (+0,24%)
CIBC $CM (+0,26%)
Chevron $CVX (-0,21%)
On the downside:
Höegh Autoliners $HAUTO (+2,54%)
Novo Nordisk $NOVO B (+0,85%)
UnitedHealth Group $UNH (+0,25%)
Bitcoin $BTC (-3,42%)
Ethereum $ETH (-4,12%)
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.
