My portfolio showed a decline of -2.16% this month. I took advantage of dips in $HAUTO (+1,66%) and $BNP (+2,04%) to add to my positions. I’m invested in $CMCSA (+0,97%) 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 (-1,93%)
CN Railway $CNR (+0%)
CIBC $CM (+0,4%)
Chevron $CVX (-0,42%)
On the downside:
Höegh Autoliners $HAUTO (+1,66%)
Novo Nordisk $NOVO B (+2,16%)
UnitedHealth Group $UNH (+1,75%)
Bitcoin $BTC (-2,34%)
Ethereum $ETH (-2,17%)
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.
