Using models by Blackrock
Smart Portfolio
Dear Investors, Here is your monthly update for March 2025 ✨ March was a rough month for markets, with most major indexes falling amid rising fears of tariffs, recession, and stagflation. President Trump’s sweeping tariff announcements, including 25% on autos, caused sharp market swings and left investors in a cautious, risk-off mood. European defense stocks rallied as countries increased military spending, helping the Euro Stoxx 50 outperform the S&P 500. Meanwhile, institutional investors reduced their exposure to US equities, adding to the divergence. US consumer sentiment hit multi-year lows, raising concerns about a slowdown in spending. The Fed held interest rates steady, while the ECB cut again. Gold soared past $3,100, copper surprisingly gained 10%, and Bitcoin dipped slightly, ending March at $82,000. 💭 Find out more about what happened in March with eToro's Smart Portfolios Monthly summary here: etoro.turtl.co/story/etoros-investment-office-performance-report-mar25 Performance Stats: Core-Equity-> March: -4.55% , QTD: -3.61% YTD: -3.61% Benchmark (SPTGAUT - S&P Target Risk Aggressive Total Return Index) -> March: -2.72% , QTD: -0.08% YTD: -0.08% Best Performer: $PPFB.DE (iShares Physical Gold ETC) 5.36% Worst Performer: $QDVE.DE (iShares S&P 500 Information Technology Sector UCITS ETF) -12.41% Portfolio Indicated Dividend Yield: 0.07% Some of the assets inside the @Core-Equity Smart Portfolio are: $IJPA.L (iShares Core MSCI Japan IMI UCITS ETF) ,$SXR7.DE ,$ICGA.DE ,$SXR1.DE ,$84X0.DE ,$SXR4.DE ,$SXR2.DE ,$IJPE.L , ❓ Check out the portfolio fact sheet by clicking the following link: bullaware.com/factsheet/Core-Equity This Smart Portfolio is a long-term investment vehicle. Therefore, since market trends can change over time, you should set realistic goals and assess your investment performance over a prolonged period. Please remember past performance is not indicative of any future performance.