Commodity Market Movers Report - Portfolio Update 20.07.2025

How we're positioned and what we're looking out for.

What we did during the week:

• We took 50% profits in our Long Bitcoin trade we implemented last week, as our first profit target was reached. The remaining position remains in the market with a trailing stop attached.

Current active portfolio:

• Short Soybean Meal since 16.06.25: already reduced pos. by 50% to take profits

• Short HH Natural Gas since 01.07.25: /