My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (+1,33%) and $BNP (-0,61%) to add to my positions. I’m invested in $CMCSA (-8,22%) 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 (+9,35%)
CN Railway $CNR (+0,57%)
CIBC $CM (+0,75%)
Chevron $CVX (-2,36%)
On the downside:
Höegh Autoliners $HAUTO (+1,33%)
Novo Nordisk $NOVO B (+5,61%)
UnitedHealth Group $UNH (-0,46%)
Bitcoin $BTC (-0,04%)
Ethereum $ETH (-0,3%)
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.
