Commodity Market Movers Report - Portfolio Update 04.01.2026
How we’re positioned and what we’re looking out for.
What we did during the week:
closed out of our long copper position (one of our best trades of 2025)
closed out of our remaining short cocoa position with a loss (but the picture is a bit distorted, as this was a position we had to roll into a new contract month and took profits earlier)
opened a short position in soybean meal - a discretionary manager dec…