(XAU+XAG)/XCU doing fine and sitting at +1300 unrealized. First gold sub-position is up 5% so "too bad" I decided that it should leverage up quite slowly.
On Iran retaliation we might see a lot of upside in crude, and it has softened a bit from earlier spike. Besides, CTAs will be scaling in over nearest weeks.
Considered running algo for this purpose to gradually scale in, but don't have time to backtest atm.