Pod: Acorn Stock Take: Part 3 - Financials

The Weekend Notes:

'Stock Take' (Part 3) - The Financials

The Visuals and Links:

A reminder that big changes coming to Blind Squirrel Macro at the end of June. If you missed the earlier email, details can be found in the post linked below.

The 🐿️ is going dark

US$100,000 invested in 1992 in an equal-weight portfolio (annual rebalance) of CBA, NAB, WBC and ANZ would now be worth a cool US$5.3m. Strewth!

The AIC website is a great free resource for tracking these UK closed end funds.

If you are a Koyfin subscriber, I have put together a worksheet with the names - DM me for a link.

The green dots represent holdings overlaps among the basket constituents - one sub-£1bn company, XPS, a pension fund actuarial and consulting business is held by 4 out of the 6 trusts. Nice chart too. Interesting...

The Exchanges Acorn Basket vs. MSCI All-World Equities ($ACWI)

Are Japanese banks the new favorite asset for the ‘buy the dip’ crowd? Upper panel (red): JGB 10-Year Yields; Lower Panel: 1615.JP (candles) and Nikkei 225 futures (blue, shaded)

Blackstone daily chart. Fibonacci retracement zone of advance from ‘Halloween' '2022’ low shaded in green.

Music from Max Slorach. Find him at:

email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au

Thanks for listening!

Squirrel Out!

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