My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (+0,62%) and $BNP (+0,88%) to add to my positions. I’m invested in $CMCSA (+0,05%) 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 (-0,59%)
CN Railway $CNR (-0,44%)
CIBC $CM (-0,21%)
Chevron $CVX (-1,86%)
On the downside:
Höegh Autoliners $HAUTO (+0,62%)
Novo Nordisk $NOVO B (-1,35%)
UnitedHealth Group $UNH (-0,37%)
Bitcoin $BTC (+0,55%)
Ethereum $ETH (-1,19%)
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.
