My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (+1,53%) and $BNP (+1,02%) to add to my positions. I’m invested in $CMCSA (+0,33%) 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 (+1,22%)
CN Railway $CNR (-0,07%)
CIBC $CM (+0,89%)
Chevron $CVX (+1%)
On the downside:
Höegh Autoliners $HAUTO (+1,53%)
Novo Nordisk $NOVO B (-1,75%)
UnitedHealth Group $UNH (-0,85%)
Bitcoin $BTC (-0,11%)
Ethereum $ETH (-0,05%)
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.
