Matteo Marinelli Portfolio Update - August 2022

Portfolio update (August 2022)

Monthly performance: +0.06%. Open positions: Blackstone (24.24%), WisdomTree Wheat ETF (6.34%), cash (69.43%).
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The global food crisis incoming - Matteo Marinelli on Ukraine's war

The global food crisis incoming

Ukraine is long been one of the most important countries for food production, as 57% of the country’s land was used for growing crops in 2019, making it one of the most cultivated countries in the world. Furthermore, Ukraine accounts for more than 30% of the world’s production of sunflower oil, widely used in food...
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