In Focus Trade Portfolio – December 2, 2022

Published on: December 2nd, 2022

This publication is your ‘go-to’ to view a summary of trade recommendations proposed by Julian and Raoul in their respective In Focus pieces. Each month, we update the performance of these trade recommendations, adding and removing trades as per the advice given in any In Focus publication or Flash Update.

Comments

  • MB
    Michael B.
    3 December 2022 @ 00:03
    0 0
    Wait, so how can you say Julian initiated a trade recommendation on all these precious metals plays mid November, yet there was no announcement or anything about that recommendation? What good is this service if you get the trade rec Dec 2 for something that is recommended mid November? Did I miss something?
    • ly
      lena y.
      4 December 2022 @ 17:11
      0 0
      How Julian set up the trades recommendations has a good view of what he expects in the near future! How he will enter the trades in portions. Need to spend time to digest the focus report to get a sense of the trades. These precious metal trades maybe the repeat of the silver trade back in 2020! He was right on then!
    • HM
      Harry M. | Real Vision
      4 December 2022 @ 13:55
      0 0
      Phew, you had me worried. The gold trade has worked out. Worth listening to the NBT podcast with Peter Brandt cos he goes through the long term bull case very thoroughly. Kept me listening with my mouth shut, which is no mean feat.
    • MB
      Michael B.
      3 December 2022 @ 00:07
      0 0
      NVM I see the recs in the in focus report.
  • JS
    Justin S.
    3 December 2022 @ 06:26
    0 0
    Thanks for this, it's great to see how people handle being under water, it's easy to think you're alone when it happens :) Another lesson I've learned is that waiting before deploying cash can pay out big at sale time, but it's very hard to do. A house sale falling through (thanks to Liz Truss's "mini-budget") means I can now buy the Exponential basket, and specially things like Meta and Galaxy, at a hefty discount and feel very clever even if it is, in fact, down to sheer dumb luck.
    • HM
      Harry M. | Real Vision
      4 December 2022 @ 13:54
      2 0
      No substitute for luck. But the more work I do, the luckier I get!
  • JL
    John L.
    5 December 2022 @ 13:10
    0 0
    Would we trail stops to entry on TLT, TIP, GDX, gold, silver ?
    • HM
      Harry M. | Real Vision
      9 December 2022 @ 17:00
      0 0
      We publish stops for the trades, but how can it be wrong to pull your stops up with trailing stops? I think its a good idea when trades move deep in.
  • AN
    Alexander N.
    6 December 2022 @ 15:59
    2 0
    A question about Juliens silver trade. I put the trade on the same day as it was posted 15 nov, while 18 nov he says on this podcast ( https://youtu.be/caVCbBTzN1U?t=1324 ) that he wouldnt own precious metals right now as he expects the stock market to fall. Should I interpret this simply as him not wanting to share his trades "outside the paywall" (and also maybe not wanting to give trade tips without also giving stops, targets and updates)?
  • HS
    Himanshu S.
    6 December 2022 @ 18:32
    0 0
    Hi, How can a US based person buy reliance industries?
    • HM
      Harry M. | Real Vision
      9 December 2022 @ 17:19
      1 0
      Well, if your broker wont support Indian stocks, then you can buy either the ADR or the GDR. The ADR ticker seems to be RLNIY US
  • KH
    Kirsten H.
    7 December 2022 @ 01:13
    1 0
    Hi Harry, Can you please provide a link for the NBT podcast with Peter Brandt re gold? Thanks
    • HM
      Harry M. | Real Vision
      9 December 2022 @ 16:43
      0 0
      Need a few days because the Podcast isnt up yet. But I will post the link here
  • AK
    Alexander K.
    8 December 2022 @ 23:07
    2 0
    Hi Raoul Hi Julian Reviewing your performance as a long standing (5 year) MI member and have to say its shockingly bad. Is it possible you can give us a more detailed, line by line breakdown - as you would if I were an institutional investor into your portfolios? Sorry but on the brink of de-subscription. Maybe I’ve got things badly wrong? Please help Alexander C Kay London, SE3, UK
    • HM
      Harry M. | Real Vision
      9 December 2022 @ 18:04
      1 0
      So I had a quick look at the MI2 numbers. They look like this. However, they may be sensitive to implementation and "slippage". positive 13 negative 13 avg pos 64% avg neg -15% avg 23.44% median 0% weighted avg 26.8%
    • HM
      Harry M. | Real Vision
      9 December 2022 @ 16:35
      0 0
      I will try and see if someone can provide that breakdown. I have only looked at MI2 performance numbers and I thought they were decent.
  • AK
    Alexander K.
    8 December 2022 @ 23:10
    1 0
    PS - loved your original guiding principles but feel you guys have gone off rails with all the Crypto BS
  • PC
    Peter C.
    13 December 2022 @ 17:10
    1 0
    Are the stops based on intraday prices or closing prices?
    • HM
      Harry M. | Real Vision
      16 December 2022 @ 12:25
      0 0
      The stops are suggested. The precise placing of stops is very personal, and has to reflect ones reading of the chart. That includes whether you treat them as closing or intraday. But (I think) for PnL calculation purposes we are using closing.