Commodity Market Movers Report - Portfolio Update 01.03.2026

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

What we did during the week:

• we implemented half a position long in gold and half a position long in silver but only with 45bps risk each as the trades are similar

• we implemented then also a long position in platinum on Wednesday. With the same 45bps risk as in gold, silver as the trade profiles are quite similar

• we implemented a long position in soybean m…