In Focus Trade Portfolio – July 1, 2022

Published on: July 3rd, 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

  • AA
    Arthurs A.
    3 July 2022 @ 14:38
    0 0
    :|
  • RM
    R M.
    3 July 2022 @ 18:53
    2 0
    Thanks for the update. Didn't Raoul sell a big portion of his BTC for ETH a while ago? If so, shouldn't that trade be noted here?
  • RE
    Raymond E.
    3 July 2022 @ 20:09
    2 0
    On June 30, 2022, XME closed at $43.40 and SPY closed at $377.25. Thus, XME/SPY = 0.1150431, not the ratio of 0.1296 given in the trade portfolio. The stop loss for the XME/SPY pair trade was triggered at the close on July 1, 2022.
  • DD
    Donal D.
    4 July 2022 @ 08:09
    3 0
    In the Deep Dive report on June 27th RP was suggesting that bonds were a good bet in anticipation of the ISM rolling over and forcing the Fed to cut rates. I see no reference to that trade on the report. The only long bond trade is the Sept call options on TLT which are heavily out of the money is that still how he suggests expressing the trade?
    • IB
      Ivan B.
      6 July 2022 @ 23:59
      0 0
      I'm pretty sure he got stopped out. He mentioned levels for both 10 and 2 Year when to get out.
  • JL
    John L.
    4 July 2022 @ 17:48
    2 0
    Are you now fully in EDZ3 or still just 1/3 as advised in the June 21 update? If so, what are the other 2/3 contingent on and should they be listed under contingent trades
  • JC
    Joao C.
    21 July 2022 @ 06:37
    0 0
    My comment is the same as I did a couple of months ago. Is it possible to know the investment portfolio pie chart of the percentage?
  • HM
    Harry M. | Real Vision
    21 July 2022 @ 16:54
    0 0
    Apologies for getting to these comments so late. If anyone has any questions feel free to email me at Harry@mi2partners.com