The Commodity Report

The Commodity Report

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The Commodity Report
The Commodity Report
Kucrop Analytics - Portfolio Update 11.05.2025
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Kucrop Analytics - Portfolio Update 11.05.2025

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

Lukas Kuemmerle's avatar
Lukas Kuemmerle
May 11, 2025
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The Commodity Report
The Commodity Report
Kucrop Analytics - Portfolio Update 11.05.2025
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What we did during the week:

  • no portfolio changes during the week

Current active portfolio:

  • Long Coffee since 25.04.25: full position still open

  • Long Cocoa since 22.04.25: full position still open

  • Long Bitcoin since 22.04.25: already reduced pos. by 50% to take profits

  • Long Gold since 13.03.25: already reduced pos. by 50% to take profits

What additional trades…

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