BUSHY™ and Acorn Updates

Week 7, 2025. Weekly update for the 🐿️'s Multi Asset ETF Portfolio and live Acorn trade ideas.

Portfolio updates are distributed separately on Monday morning (EST) and can be found in a dedicated section of the website.

Plenty going on this week besides the BUSHY™ update. Acorn updates on our trend following / managed futures strategy, European Defense basket, Japanese banks, lithium stocks, oil refiners and Argentinian equities.

The BUSHY™ Portfolio - Week 7

Total returns for BUSHY™ are not adjusted for mark to market returns from the hedge book.

BUSHY™ ended the week up 0.73% (net of hedge book). International equities once again did pretty much all of the heavy lifting. The last 2 weeks has seen the Vanguard benchmark close the gap with BUSHY™ (VTTHX was +1.15% on the week).