In Focus Trade Portfolio – May 3rd, 2021

Published on: May 3rd, 2021

This publication is your ‘go-to’ to view a summary of trade recommendations proposed by Julian and Raoul in their respective In Focus pieces.

Each month, we update the performance of these trade recommendations, adding and removing trades as per the advice given in any In Focus publication or Flash Update.

Comments

  • IB
    Ivan B.
    4 May 2021 @ 02:54
    Which brokers allow to trade MODEC 1? I'm with Schwab and there's nothing like this there... Thanks!
    • RP
      Raoul P. | Founder
      4 May 2021 @ 03:07
      Interactive Brokers
    • PB
      Phyllis B.
      11 May 2021 @ 21:11
      Any other than Interactive Brokers?
  • JR
    Jason R.
    3 May 2021 @ 19:59
    Raoul, surprised the Euro carbon trade wasn't in your recommendations.
    • ML
      Morten L.
      3 May 2021 @ 20:15
      Hi Jason. I believe Raoul recently stated (in a Pro talk) that he still things Bitcoin is such a good trade he doesn't want to allocate capital to the Carbon Credit trade (yet). I could be wrong, but this is what I recall. Best, Morten
    • HB
      Hannes B.
      3 May 2021 @ 21:47
      The MODEC 1 Futures are the carbon trade (they are the ICE EUA Futures Dec '21 (CKZ21))
    • CL
      Charlie L.
      3 May 2021 @ 21:51
      Hi Jason, Raoul is already exposed to the carbon credit trade. See page 10 of this report: https://www.realvision.com/issues/eu-carbon-credits-a-massive-esg-opportunity?source_collection=9281de53a77f4bf7b6bfcd74eeaee864 MODEC1 futures in the trade portfolio above is the carbon trade. Cheers, Charlie
    • HM
      Harry M. | Real Vision
      9 May 2021 @ 12:34
      Tell the truth RPs Carbon trade is probably my favorite right now. The logic is impeccable and the price action is really really strong.
  • AA
    ALLEN A.
    3 May 2021 @ 23:44
    "Just buy ETH." There, fixed it.
    • SP
      Saxon P.
      4 May 2021 @ 13:21
      BNB is also steadily ripping higher. No one seems to be talking about it but it's outperforming just about everything ATM. The Binance defi supported ecosystem... Pancake Bunny etc are fast, cheap and has massive yields. And BNB is benefiting from all of that action and growth in the space. That's my take on it anyway for what it's worth.
  • SP
    Stephen P.
    4 May 2021 @ 08:25
    KRBN is an alternative to MODEC1 for Carbon Credits. I'm in an making good profit :)
  • JA
    Justin A.
    3 May 2021 @ 20:08
    Raoul, please share your alternative digital asset allocation. Thank you
    • TC
      Tascha C.
      3 May 2021 @ 21:14
      Yeah I’m interested to see that as well. This portfolio presented here is vastly incomplete :)
  • GT
    George T.
    3 May 2021 @ 21:03
    New subscriber. This is a test comment.
  • RV
    Rodolfo V.
    3 May 2021 @ 20:43
    What happened to Julian's GDX trade? Stopped out? Thanks.