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E15. Stacking Returns Without Sacrificing Core Exposure: Introducing RSSX
Investors seeking exposure to alternatives like gold and Bitcoin face a tough tradeoff: diversify or stay fully invested in stocks and bonds. What if you didn’t have to choose?
In this episode, we unveil Return Stacked® U.S. Stocks & Gold/Bitcoin (RSSX) - an ETF designed to deliver long-term capital appreciation by stacking diversified exposures on top of traditional equity allocations.
Discover how RSSX leverages capital-efficient strategies to provide $1 of exposure to U.S. large-cap stocks plus $1 of exposure to a Gold/Bitcoin mix - all for every $1 invested. We’ll walk through the mechanics, behavioral advantages, and real-world application of the latest return-stacking innovation.
Whether you're an advisor looking to optimize client portfolios or an investor seeking smarter diversification, this session is a must-listen.
*For the RSSX prospectus and risk disclosures, visit: https://www.returnstackedetfs.com/rssx-return-stacked-us-stocks-gold-bitcoin/
**Exposures to gold and bitcoin will be done via exchange-traded funds and futures contracts, hence the fund does not invest directly in bitcoin or any other digital asset, and does not invest directly in gold or gold bullion.
***Standard deviation measures the volatility of an investment's returns, indicating how much they typically vary from the average.
****Investors should carefully consider the investment objectives, risks, charges, and expenses of the Return Stacked® U.S. Stocks & Gold/Bitcoin ETF. This and other important information about the ETF is contained in the prospectus, which can be obtained by calling 1-844-737-3001 or clicking here. The prospectus should be read carefully before investing.
*****Quantify Chaos Advisors, LLC ("Quantify") has entered into a brand licensing agreement with Newfound Research LLC ("Newfound") and ReSolve Asset Management SEZC (Cayman) ("ReSolve"), granting the Quantify the right use the "STKd" brand, a derivative of Return Stacked®. Neither the fund trust nor the investment adviser is a party to this agreement. In exchange for the branding rights, Quantify will pay Newfound and ReSolve a fee based on a percentage of the fund's unitary management fee.
Distributed by Foreside Fund Services, LLC.
(0:00) Introduction to Return Stacking Symposium and Podcast
(2:02) Introduction of hosts and guest speaker with overview of ReturnsTac Suite of Funds
(3:29) Discussion on US Stocks and Gold Bitcoin ETF (RSSX) and diversification strategies
(7:11) Explanation and practical implementation of return stacking
(11:34) Strategy design for gold and Bitcoin allocation
(24:12) Portfolio implementation with RSSX, strategy overview, and rebalancing
(26:23) Q&A introduction, sponsor message, and rebalancing frequency
(27:28) Borrowing costs, allocation structure, and risk weighting
(34:22) Comparison between RSSX and BTGD, and impact of borrowing costs
(39:25) Risk premium expectations for gold and Bitcoin
(45:50) Tax efficiency, ETF liquidity, and fee structure
(49:11) Portfolio sizing, volatility, and currency hedging
(52:15) Hedged ETF costs, drawdowns, and portfolio impact
(55:30) Upcoming resources and gold investment skepticism
(57:51) Portfolio construction, hedging benefits, and closing remarks
View all episodes
By Ani Yildirim
4.7
1313 ratings
Investors seeking exposure to alternatives like gold and Bitcoin face a tough tradeoff: diversify or stay fully invested in stocks and bonds. What if you didn’t have to choose?
In this episode, we unveil Return Stacked® U.S. Stocks & Gold/Bitcoin (RSSX) - an ETF designed to deliver long-term capital appreciation by stacking diversified exposures on top of traditional equity allocations.
Discover how RSSX leverages capital-efficient strategies to provide $1 of exposure to U.S. large-cap stocks plus $1 of exposure to a Gold/Bitcoin mix - all for every $1 invested. We’ll walk through the mechanics, behavioral advantages, and real-world application of the latest return-stacking innovation.
Whether you're an advisor looking to optimize client portfolios or an investor seeking smarter diversification, this session is a must-listen.
*For the RSSX prospectus and risk disclosures, visit: https://www.returnstackedetfs.com/rssx-return-stacked-us-stocks-gold-bitcoin/
**Exposures to gold and bitcoin will be done via exchange-traded funds and futures contracts, hence the fund does not invest directly in bitcoin or any other digital asset, and does not invest directly in gold or gold bullion.
***Standard deviation measures the volatility of an investment's returns, indicating how much they typically vary from the average.
****Investors should carefully consider the investment objectives, risks, charges, and expenses of the Return Stacked® U.S. Stocks & Gold/Bitcoin ETF. This and other important information about the ETF is contained in the prospectus, which can be obtained by calling 1-844-737-3001 or clicking here. The prospectus should be read carefully before investing.
*****Quantify Chaos Advisors, LLC ("Quantify") has entered into a brand licensing agreement with Newfound Research LLC ("Newfound") and ReSolve Asset Management SEZC (Cayman) ("ReSolve"), granting the Quantify the right use the "STKd" brand, a derivative of Return Stacked®. Neither the fund trust nor the investment adviser is a party to this agreement. In exchange for the branding rights, Quantify will pay Newfound and ReSolve a fee based on a percentage of the fund's unitary management fee.
Distributed by Foreside Fund Services, LLC.
(0:00) Introduction to Return Stacking Symposium and Podcast
(2:02) Introduction of hosts and guest speaker with overview of ReturnsTac Suite of Funds
(3:29) Discussion on US Stocks and Gold Bitcoin ETF (RSSX) and diversification strategies
(7:11) Explanation and practical implementation of return stacking
(11:34) Strategy design for gold and Bitcoin allocation
(24:12) Portfolio implementation with RSSX, strategy overview, and rebalancing
(26:23) Q&A introduction, sponsor message, and rebalancing frequency
(27:28) Borrowing costs, allocation structure, and risk weighting
(34:22) Comparison between RSSX and BTGD, and impact of borrowing costs
(39:25) Risk premium expectations for gold and Bitcoin
(45:50) Tax efficiency, ETF liquidity, and fee structure
(49:11) Portfolio sizing, volatility, and currency hedging
(52:15) Hedged ETF costs, drawdowns, and portfolio impact
(55:30) Upcoming resources and gold investment skepticism
(57:51) Portfolio construction, hedging benefits, and closing remarks
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