Daniel Dos Santos @Boon91280: "March Monthly Report 📊 A tense..."

France

March Monthly Report 📊 A tense month with rising volatility and Risk Score back to 4. In a context marked by increased market instability and the beginning of the conflict in Iran, the portfolio shows overall resilience. ⸻ ❌ Monthly performance: –3.74% ❌ 2026 YTD: –2.07% ✅ 2-year performance: +46.96% 💰 Dividend yield: +1.99% 🧠 Risk score: 4 🛡️ Max drawdowns: • Daily –6.28% | Weekly –10.37% | Annual –14.71% 📊 Profitable weeks: 52.83% ⸻ 👥 Community: 1 loyal copier 1.3K followers 🙏 Thank you to everyone who continues to follow and support this strategy in a more challenging market environment. ⸻ 📈 Unchanged strategy (with allocation adjustment) Growth + Dividends remain the core pillars of performance. Current allocation: • 75% dividend-paying stocks (solid companies, recurring cash flows, defensive foundation of the portfolio) • 15% cryptocurrencies (controlled exposure to limit volatility) • 10% ETFs (long-term diversification across structural themes) 🔄 Systematic reinvestment of dividends through DCA. 💡 In an environment shaped by geopolitical tensions and energy shocks, discipline and risk management remain the priority. ✨ Less volatility, more serenity for my copiers. ⸻ 📊 12-month performance comparison Portfolio (1 year): +13.16% vs $SPX500 : +16.86% vs $NSDQ100 : +23.63% vs $EUSTX50 : +7.92% vs $BTC : –16.01% ➡️ Despite a difficult month, the portfolio remains solid over 12 months, with better resilience than the crypto market and overall controlled volatility. ⸻ 🌍 Market context: Iran & volatility Since late February, the conflict in Iran has triggered one of the most significant recent energy shocks, impacting oil, gas, and global supply chains. 👉 Consequences: • Sharp increase in market volatility • Pressure on equity markets • Rising macro uncertainty (inflation, growth, interest rates) ➡️ In this environment, maintaining a disciplined allocation and controlled risk exposure is key. ⸻ 📅 What to watch in April Key short-term catalysts: • 🇺🇸 US inflation (CPI & PCE): rate direction • 🇺🇸 Macro & employment data: confirmation of the economic cycle • 🇪🇺 ECB decisions: monetary policy outlook • 💵 US long-term yields & dollar: direct impact on markets • 🌍 Geopolitical developments (Iran): key volatility driver • 📈 DCA opportunities during correction phases 👉 Objective: stay disciplined, absorb volatility, and continue building long-term performance. ⸻ 💰 Copy info 📌 Minimum: $200 + DCA 💎 Ideal: $2,000 + DCA ⏳ Recommended: 12 months minimum to smooth cycles and capture dividends ⸻ ✨ Discipline, consistency, and long-term vision. March tests the strategy — it holds. ⸻ $SPX500 NSDQ100 EUST50 BTC BNB XRP TRX NVDA STX.US NWG.L VVSM.DE WGLD.L IJPA.L [this post was moderated by @eToro_Moderation for excessive tagging]

Not investment advice. The author may have financial interests in the mentioned instruments.

4 Mentioned

SPX500

NSDQ100

EUSTX50

BTC

Bitcoin

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