How is the escalating Iran conflict rattling your portfolio today? Mine's down 3% already, But I'm not selling!

US stocks recovered slightly in the afternoon but futures are plunging again after fresh strikes intensified the Iran conflict. My Bitget portfolio took a 3% hit today, mostly from tech holdings getting dragged down.

the Dow fell over 700 points (1.4%), the S&P 500 and Nasdaq each dropped about 1.4-1.5%, with oil surging 5.5-6% to over $85 a barrel on supply disruption fears. Gold dipped 4% after a recent rally, and Treasury yields climbed as investors worry about inflation from higher energy costs reducing Fed rate cut odds.

Energy stocks might be a bright spot with crude and natural gas up big, but semiconductors got hammered, the SOXX ETF down over 4%, and names like Micron sliding 6% on manufacturing cost concerns.

Defense plays could see upside if this drags on, though it's not clear yet. Autos like Ford and GM weakened too, expecting pricier gas to hurt demand.

What's your exposure to oil, defense, or vulnerable sectors like tech and retail?

Any quick adjustments, like shifting to bonds or hedging with gold with the CFD while it last? I'm considering trimming some growth stocks, curious what others are doing in this volatility.