Lurking in the Shadows (Part 2)

Acorn Review and Portfolio Update, 3rd June 2024.

Publishing note: As mentioned earlier, Mrs. 🐿️ is still in hospital (complications with her very broken paw). This is this week’s Acorn review and portfolio update that I did not have time to get out this morning.

If this is the first 🐿️ note you have opened today, the regular Monday Morning Notes can be found via link below:

Lurking in the Shadows

This week’s Acorn Review and Portfolio Update covers an update on our tactical hedges; Ags (commodities and equities); our new strategic allocation to trend-following ETFs; UK equities; gold; and some auto-related themes.