Events, my dear
Review of the 🐿️'s BUSHY™ Multi Asset ETF Portfolio and live Acorn trade ideas. 2025, Week 30.
In case you missed it, the weekend note came out on Sunday morning EST. In it, the🐿️ revisited the capital markets of the Gulf after a 2-decade hiatus. Do check it out!
The BUSHY™ portfolio had a strong week - now back to posting a ‘double digit’ year-to-date total return with a decent margin over the Vanguard ‘Big Retirement’ benchmark.
Before turning to the weekly attribution data and acorn review, I want to touch on the big week ahead in macro and a couple of non-Acorn positions in Japan and Africa that I think look pretty interesting.