Blind Squirrel Macro

Blind Squirrel Macro

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Blind Squirrel Macro
Blind Squirrel Macro
What if Team Saddlebags has 'Air Cover'?
Portfolio Updates

What if Team Saddlebags has 'Air Cover'?

Review of the 🐿️'s BUSHY™ Multi Asset ETF Portfolio and live Acorn trade ideas. 2025, Week 27.

Jul 07, 2025
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Blind Squirrel Macro
Blind Squirrel Macro
What if Team Saddlebags has 'Air Cover'?
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In case you missed it, the weekend note came out early on Sunday morning EST. After 4 weeks of micro, it was time for the🐿️ to go ‘full macro’. Do check it out!

Thoughts from the Beach

Thoughts from the Beach

The Blind Squirrel
·
Jul 6
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Some important thoughts on Team Saddlebags and credit in addition to the usual weekly charts and tables.

The BUSHY™ Portfolio - Week 27

Nice to have BUSHY™ in ‘double digits’ (return wise) at the mid-point of the year. It has lagged its US asset-heavy Vanguard target date benchmark for the past few weeks but remains ahead on the year with a significantly lower volatility and drawdown profile. I will happily take that.

Let’s break down the weekly returns at the asset level:

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