Our latest performance data is now available! We followed the markets and let the math make investment moves. Read on to find out how we did:
Bold moves from our portfolios
Our Protector strategy logged net returns of 25.17%, our Strategist strategy showed 34.35%, and our Adventurer strategy led with 38.60% since their respective inceptions on May 3, 2024, March 15, 2024, and May 6, 2024, through May 31, 2026.* With the AOR benchmark at 31.73% in the same since-inception period as the Protector, 30.76% in the same period as the Strategist, and 30.69% in the same period as the Adventurer, the Adventurer and Strategist outperformed the AOR benchmark by 7.92% and 3.58% respectively, while the Protector lagged by 6.56%. In the one-year period from May 31, 2025 to May 31, 2026, the Protector showed 16.62% returns, the Strategist showed 24.57% returns, and the Adventurer posted 26.53% returns. The biggest headlines? This past month, our dynamic portfolios shifted money away from one of the previous mainstays, Latin America, cutting the allocation nearly by half. In its place, we saw a surge in allocation towards US Tech and, to a lesser degree, in Finland. Are we seeing a sudden cooling of momentum in Latin America? Only time will tell. Regardless, our models will be following the math wherever it leads.
You can listen to our AI-generated podcast here for more details, including a breakdown of the numbers and the important factors to consider when looking at performance.
Investment Restrictions
Thinking that there are some assets that you would rather not have in your portfolio? Now you can exclude them directly from your app. Your portfolio should align with what works for you, and this is one of the ways we’re ensuring that.
Useful financial tidbits
If you’re just starting out with investing, there are probably terms and concepts that can feel overwhelming, and it can feel difficult to even know where to begin. That’s why we’ve included a “Learn Something New” widget in the chat, so you can be comfortable with the underlying principles that drive your portfolio. And of course, if you need additional support, you can always email us at support@gethush.app with any questions or concerns.
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*Performance is calculated as an asset-weighted composite of real user accounts, and is presented net of fees. Past performance does not guarantee future results. All investing involves risk, including possible loss of principal. Individual account holdings and performance may vary due to account size, timing of deposits, and market volatility. AOR (iShares Core Growth Allocation ETF) is an investable benchmark shown net of its own internal expenses, with dividends reinvested. Each strategy may have a different risk profile, volatility, and asset concentration than the benchmark.
Past performance, whether simulated or actual, is not a reliable indicator of future outcomes. Investors should not assume that similar returns will be achieved. All investments carry the risk of loss, and investors may lose some or all their principal. Please review the advisory contract and Form ADV Part 2A Narrative for further details regarding fees, risks, and other important information.
A summary of our services are available in our Form CRS.
Investing involves risk, including loss of principal. Please consider, among other important factors, your investment objectives, risk tolerance and Hush app pricing before investing. Investment advisory services offered by NINE30 Advisors LLC (NINE30), an SEC-registered investment advisor. Securities brokerage services are provided by Alpaca Securities LLC ("Alpaca Securities"), member FINRA/SIPC, a wholly-owned subsidiary of AlpacaDB, Inc. Technology and services are offered by AlpacaDB, Inc.
No Guarantee of Wealth Accumulation: The tagline 'Get rich slow' is intended to describe a disciplined, long-term investment strategy and does not guarantee wealth accumulation. Investors should be aware that all investments carry risks, including the potential for loss of principal. Past performance is not indicative of future results. Risk Disclosures for Investment Strategy: Investing in any strategy involves inherent risks, including the risk of loss. The potential for gains or losses depends on market conditions and other factors beyond our control. Clients should carefully consider their financial situation, investment objectives, and risk tolerance before pursuing any investment strategy. Balanced Presentation of Performance: All strategies and past performance data presented in this material are based on historical analysis and are not predictive of future performance. Investments may not perform as expected, and actual outcomes may vary. We do not guarantee future results, and clients should fully understand the risks involved.
A properly suggested portfolio recommendation is dependent upon current and accurate financial and risk profiles. Clients who have experienced changes to their goals, financial circumstances, or investment objectives, or who wish to modify their portfolio recommendation, should promptly update their information in the Hush app. All percentage return numbers or other performance related numbers shown are hypothetical.
Subscription Fees depend on the end of month value of your portfolio with us and range from free to $5 per month. NINE30 does not charge transactional fees, commissions or fees based on assets for accounts under $1 million. NINE30 does not receive compensation for referring clients or marketing third party services, and thereby avoids such potential conflicts of interest.
The ETFs comprising the portfolios charge fees and expenses that will reduce a client’s return. Investors should consider the investment objectives, risks, charges and expenses of the funds carefully before investing. Investment policies, management fees and other information can be found in the individual ETF’s prospectus. Please read each prospectus carefully before investing.
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