Copiers : 4 Followers : 66 Dear Etorians, 04/03/25 It's been a tough day for global markets: -4.9% for the NASDAQ100, -4.2% for the SP500, -3.3% for the CAC40. This past month has also been volatile for our portfolio, but today we are in reverse direction +3%. Our portfolio is mainly exposed to European arms, which is not subject to Trump's customs measures but will benefit from the 800 billion euros planned for European rearmament.