Commodity Market Movers Report - Portfolio Update 01.02.2026

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

What we did during the week:

• We took 50% profits in our long heating oil position as the price hit our first profit target.

• We opened a 50% long position (only 50% due to not enough (portfolio capital) in soybeans as the market remains in a major consolidation and broke out to the upside. If the pattern reverses – it will become a short target again.

• Close…