Epi didnt get a good price

Pinky and the Donkey · 2026-08-31T11:14:44.352799Z

Next buy at 182 euros or at the end of September.

FinanzMechaNik@FinanzMechaNikk

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I'm still waiting for @Epi to add the $LCOC to the GTAA model 🔥🤔

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Pinky and the Donkey@DonkeyInvestor

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@FinanzMechaNikk It's better to invest sooner. Otherwise, you'll miss out on all the returns.

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Epi@Epi

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@FinanzMechaNikk Individual commodities pose a significant risk to a monthly model. With cocoa in particular, there are no clear long-term trends and momentum shifts occur rapidly. This kind of thing is better suited to a trading strategy than a momentum strategy. 🤷

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Chris@Psychedelic_Sunflower

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But the spread is really high right now—almost €4😬

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Pinky and the Donkey@DonkeyInvestor

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@Psychedelic_Sunflower "Buy high, sell low" also applies to the spread

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Chris@Psychedelic_Sunflower

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@DonkeyInvestor If that's your strategy, it's actually helpful 🥳

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Epi@Epi

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@Psychedelic_Sunflower The spread on 3xUSDEUR is stuck above 5%. I wanted to sell the first tranches today because the asset is being swapped. But I'd rather wait until the spread drops to the usual 0.5%.

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Epi@Epi

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A donkey has to do what a donkey has to do. 🤷

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SarkasmusSchlumpf@SchlaubiSchlumpf

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I can't imagine that trend followers have a mean return. So hoping for lower entry prices probably won't pay off that much. Or is it " @Epi "?

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Pinky and the Donkey@DonkeyInvestor

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@SchlaubiSchlumpf I’ll buy sometime this month. If it works out and the price is right, great. If it doesn’t, that’s okay, too. Compared to the backtests, we’ve had an above-average year so far. Maybe it’ll even even out a bit toward the average 😉

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SarkasmusSchlumpf@SchlaubiSchlumpf

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@DonkeyInvestor That's how it has to be 😅 Buy low, sell even lower

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Epi@Epi

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@SchlaubiSchlumpf I assume that the momentum effect also fluctuates in strength. If there is a mean for this effect, then there will always be a return to that mean.

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NichtRelevant@NichtRelevant

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You just have to call him personally and ask, "What's your final price?" 😏

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Pinky and the Donkey@DonkeyInvestor

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@NichtRelevant Unfortunately, I don't have the number. But @Epi —what was the final price?

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Epi didn't get a good price 😭