My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (-0,75%) and $BNP (+0,94%) to add to my positions. I’m invested in $CMCSA (-0,45%) 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 (-3,33%)
CN Railway $CNR (+2,69%)
CIBC $CM (-0,36%)
Chevron $CVX (-2,1%)
On the downside:
Höegh Autoliners $HAUTO (-0,75%)
Novo Nordisk $NOVO B (+0,46%)
UnitedHealth Group $UNH (-0,98%)
Bitcoin $BTC (-1,85%)
Ethereum $ETH (-0,65%)
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.
