Adding Metal
Review of the 🐿️'s BUSHY™ Multi Asset ETF Portfolio and live Acorn trade ideas. 2025, Week 35.
In case you missed it, the weekend note came out on Sunday morning EST. In it, the🐿️ conducted an Acorn risk review. It’s time to know what you own. Intimately! Do check it out.
The BUSHY™ Portfolio - Week 35
A positive week for BUSHY™ driven mainly by solid performance by precious metals and their miners - a position we recently added too. The 🐿️ already has a healthy overweight in the metals theme but still feels underexposed.
I have finally figured out how to upload the BUSHY™ performance data back up into Koyfin (only weekly - it’s a manual process!). BUSHY™’s primary benchmark is VTTHX, Vanguard’s Target Date (2035) mutual fund. The chart below compares the portfolio’s total return versus VTTHX as well as other real/ multi-asset ETFs that I monitor closely.
This week I wrap up the position ‘re-underwriting’ exercise that I shared in the weekend note, covering the Acorn / BUSHY™ overlap positions. I am also making a further addition to the beta portfolio. Let’s start with that change.