My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (+0,84%) and $BNP (+0,47%) to add to my positions. I’m invested in $CMCSA (-0,74%) 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 (-1,2%)
CN Railway $CNR (-0,18%)
CIBC $CM (-0,78%)
Chevron $CVX (-0,72%)
On the downside:
Höegh Autoliners $HAUTO (+0,84%)
Novo Nordisk $NOVO B (-0,57%)
UnitedHealth Group $UNH (-0,5%)
Bitcoin $BTC (-3,26%)
Ethereum $ETH (-4,19%)
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.
