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Trump threatens 50% tariffs on EU goods starting June 1 — time to adjust portfolios? 🧐

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I just saw the headline and had to stop and think. If this actually goes through, it could hit a lot of European companies hard — especially exporters. For those of us holding names like $NOVO B (+2,99 %) , the potential impact is real, since a huge chunk of their revenue comes from the U.S.

It also makes me wonder how diversified our portfolios really are when geopolitics like this can shake things up overnight.

Are you repositioning for this? Reducing EU exposure? Or do you think it’s just political noise and nothing will happen?

Let’s talk strategy 👇

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8 Comentarios

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Same like with China…start big and end as always…this is a very good point to buy and sell with a few percentages of win
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@lookingforinformation That’s a good point — it really does feel like the same geopolitical script repeating itself. Big headlines, market shake, short-term volatility... then back to normal.

Totally agree it might be a smart moment to trade small moves — but I’m also wondering if this time the EU exposure deserves a bit more attention, especially for long-term holders. Let’s see how it plays out 👀

Are you planning to swing trade it or just take advantage of the dip?
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@lucasssilva I just bought $IREN for 7.000€ and look for fast 10-15% of win
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@lucasssilva sold it today with 7% of win…this is how it goes and it makes a lot of fun
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If I adjusted my portfolio every time the orange man opens his mouth, the transaction costs would eat all gains.

In other words: No, I don‘t change a thing.

Okay, I do one thing: I open a red and enjoy the show. And buy a bit more when there are oranges in the streets.
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Adjustment completed! Just bought more $XD5E
I‘d rather reduce us exposure…
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😅😅
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