My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (-0,53%) and $BNP (+0,35%) to add to my positions. I’m invested in $CMCSA (+1,12%) 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 (-5,92%)
CN Railway $CNR (+0,91%)
CIBC $CM (+2,13%)
Chevron $CVX (+0,88%)
On the downside:
Höegh Autoliners $HAUTO (-0,53%)
Novo Nordisk $NOVO B (-2,82%)
UnitedHealth Group $UNH (-0,12%)
Bitcoin $BTC (-0,14%)
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.
