In Focus Trade Portfolio – October 1, 2020

Published on: October 1st, 2020

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 publications or Flash Update.

Comments

  • SN
    Stefan N.
    1 October 2020 @ 17:29
    12 0
    Thank you for the update. Where do I see updates when you take a trade real time? I have heard mentioning of them in videos (eg T, GE etc) but to only have an update once a month on the report page is quite far apart.
  • MS
    M S.
    1 October 2020 @ 17:32
    5 0
    I was a bit surprised to see BKX, AT&T, GE attributed to a new position on September 2nd. I know Raoul has been thinking about these for awhile and was awaiting confirmation. Can anyone point to the report or video of when it was officially added to the portfolio?
    • MR
      Milton R. | Founder
      6 October 2020 @ 11:44
      3 0
      Thank you for the notes on this one as we're looking into providing more real time notifications when these trade ideas come through and when they have stops on them.
    • JH
      Jack H.
      2 October 2020 @ 10:16
      2 0
      I spotted the mentions in the flash update but I agree that more alerting would be very useful, e-mail or app notification, perhaps. In any case, these macro-based trades shouldn't tend to penalise you too much if you don't act immediately but not seeing something for more than a week could start to hurt.
    • MS
      M S.
      2 October 2020 @ 04:48
      0 0
      Thank you for taking the time to share the link Paul D!
    • FK
      Firoze K.
      1 October 2020 @ 21:13
      8 0
      In the same boat as you here. I don’t have the bandwidth to watch all videos. A flash alert on a new trade would have gone down nicely for the new trades being put on the 2nd Sept.
    • PD
      Paul D.
      1 October 2020 @ 20:11
      10 0
      pretty sure he mentioned it here https://www.realvision.com/shows/insider-talks/videos/flash-update-september-2-2020?source_collection=b048f5e546a644b58fa681739d1ef7be There was also a written report on September 2nd. I agree there should be a more bells and whistles type notification for portfolio updates.
    • SN
      Stefan N.
      1 October 2020 @ 18:06
      12 0
      Sure, but to rely on everyone following these videos is risky. Flash alerts are not difficult to send out. I belong to another program where I get an email alert if and when the service takes a trade. Simple.
    • CW
      Corey W.
      1 October 2020 @ 17:46
      1 0
      I recall at least twice hearing Raoul mention he was shorting them, so multiple videos for sure, but can't recall which ones.
  • DA
    David A.
    1 October 2020 @ 18:00
    5 0
    In report "IN FOCUS TRADE PORTFOLIO – SEPTEMBER 2, 2020" I see Raoul's "Buy Silver Jul 21st '20 21.03" still open In report "IN FOCUS TRADE PORTFOLIO – OCTOBER 1, 2020" I see Raoul's "Closed Buy Silver Jul 21st '20 Sep 2nd '20" Did Raoul post the SEPTEMBER 2, 2020 report with Silver as an open trade and then close the trade the same day? I must be missing something.... This had no influence my decisions, but want to understand what I am missed.
  • nw
    nicholas w.
    1 October 2020 @ 19:55
    1 0
    Thank you both for this . Unfortunately I am no longer getting paid for learning: this Month's lessons are coming in quite pricey. Still- its interesting, which is why I started following your website. Re the Portfolios: I cant find Raoul's Dixy play- Ouch by the way-am I looking in the right place please? Julian is forgiven, having put his Money where his Mouth is on the NDX Short- which is hurting , a lot atm.
    • nw
      nicholas w.
      2 October 2020 @ 19:18
      0 0
      Agreed, I have extra cautious/crazy (?) stops near 12 and was always expecting some pain- I am fascinated by the momentum though; the seemingly implacable nature of the rise- it doesn't seem natural to me. We will see, but if even Trump's Covid doesn't shake Markets much, God knows what will.
    • JH
      Jack H.
      2 October 2020 @ 10:12
      1 0
      The NDX short starting to look a lot more appealing now. I think people will attribute that to Trump's Covid diagnosis but I saw the price getting flung around tons yesterday by the fiscal stimulus will they, won't they, which is (I believe) exactly what Julian based his position on. Potentially looking more won't than will, now.
  • PD
    Paul D.
    1 October 2020 @ 20:13
    0 0
    Is anybody else thinking long TLT?
    • PG
      Pat G.
      6 October 2020 @ 03:51
      1 0
      I am though I think it will continue to sell off up through stimulus passing. My view is long end rallies again as stimulus fades, inflation expectations retrace and economy continues to weaken. Thinking 165-180bps on 30 year as an initial entry point.
  • NM
    Nakatoshi M.
    2 October 2020 @ 16:04
    2 0
    @raoul_pal I recently joined RV Pro so I couldn't buy BTC & ETH back in June & July when you recommended. I know you've advised to buy the dips, can you possibly comment on the current prices?
    • CW
      CC W.
      3 October 2020 @ 04:15
      2 0
      Current price is cheap if you have his view on where it’s going.
  • mp
    matthew p.
    3 October 2020 @ 15:29
    1 0
    Time frame on the TLT short?
    • MC
      Mason C.
      2 November 2020 @ 19:15
      0 0
      the idea was a TLT long I believe and it says march expiry
  • PM
    Parth M.
    9 October 2020 @ 03:22
    4 0
    I recently upgraded to RV PRO and the first copy trade i did shorting NDX that seems about to hit SL.
  • MC
    Mason C.
    2 November 2020 @ 19:13
    0 0
    does the eventual retirement of libor not complicate the eurodollar idea?