My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (+3,09%) and $BNP (+1,84%) to add to my positions. I’m invested in $CMCSA (-3,23%) 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 (-3,38%)
CN Railway $CNR (-0,77%)
CIBC $CM (+0,67%)
Chevron $CVX (-0,61%)
On the downside:
Höegh Autoliners $HAUTO (+3,09%)
Novo Nordisk $NOVO B (-0,49%)
UnitedHealth Group $UNH (-1,49%)
Bitcoin $BTC (+0,5%)
Ethereum $ETH (+0,71%)
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.
