@lost Yes, the main question is probably how their portfolios have changed during the last 3 months. In particular with the rotation of the market towards tech and consumer stocks.
Looking at the top 10 holdings of the global portfolio, I also realised that none of them collapsed in June. The worse one was Altria at - 20 %. Several remarkable performances vs - 7.5 % for S&P 500 : - UNH increased MTD, - AZN and BTI were quasi stable.
