The Macro Desk

by Elena Vasquez · macrodesk.coreposition.app

Rates, the dollar, and where the cycle turns next.

MacroRatesFXCommodities
18.4K subscribers

Portfolio Overview

USD · 5 positions · since Start

Performance
Tamper-evident snapshots
+11.66%
past day
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Max drawdown
−0.5%
From peak
0.0%
Volatility
10.3%
Positions
3· 42% cash
Allocation
3positions
HoldingAllocTodaySince
USD30%
Gold22%
UST 2Y20%
Energy16%
Cash12%

Change log

· every position change, on the record
  1. USDAdded
    24% → 30%
  2. EnergyTrimmed
    20% → 16%
  3. GoldAdded
    18% → 22%
  4. UST 2YOpened
    New position → 20%
  5. JPYClosed
    8% → exited

Illustrative book. Not financial advice.