BUSHY™ marches on!
June 9th, 2025. Review of the 🐿️'s BUSHY™ Multi Asset ETF Portfolio and live Acorn trade ideas. 2025, Week 23.
In case you missed it, the weekend note came out early on Sunday morning EST. It contained Part 1 (of 4) of the🐿️’s annual ‘Acorn’ stock take. For this week, we tackled European Defense stocks, US refiners, Lithium miners, Offshore services, the 🐿️’s crude ‘SPR’ and the uranium theme. Do check it out!
The BUSHY™ Portfolio - Week 23
An excellent week for BUSHY™ (+1.16%), with another new weekly closing high for our beta portfolio (now +7.62% YTD). Our Vanguard ‘Target Date’ benchmark also had a decent week but continues to lag BUSHY™ on the year by 187 bps.
Let’s break down the returns at the asset level:
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