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E8. Return Stack Anything: Portable Alpha with RSSB
Finding alpha is notoriously difficult.
Instead of trying to pick stocks better, what if you simply added the return of high-conviction, alternative strategies on top of your asset allocation?
That’s the opportunity portable alpha unlocks for allocators.
Join us for an exclusive podcast where we reveal how capital-efficient ETFs can be used to “port” the returns of any alternative investment on top of your asset allocation.
Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please visit https://www.returnstackedetfs.com/rssb-return-stacked-global-stocks-bonds. Read the prospectus or summary prospectus carefully before investing.
Leverage Risk. As part of the Fund’s principal investment strategy, the Fund will make investments in futures contracts. These derivative instruments provide the economic effect of financial leverage by creating additional investment exposure to the underlying instrument, as well as the potential for greater loss. You could lose all or substantially all of your investment in the Fund should the Fund’s trading positions suddenly turn unprofitable. The net asset value of the Fund while employing leverage will be more volatile and sensitive to market movements.
For additional disclosures and risks, visit https://www.returnstackedetfs.com/rssb-return-stacked-global-stocks-bonds.
Distributed by Foreside Fund Services, LLC.
(0:00) Introduction of hosts and podcast
(0:31) Overview of return stack suite of ETFs and market demand
(2:29) Introduction to RSSB, portable alpha, and diversification strategies
(9:08) Financing costs, leveraging with futures, and benefits of portable alpha
(17:38) RSSB's construction, capital efficiency, and practical applications
(23:14) Comprehensive look at stacking strategies and live demonstration
(27:10) Rebalancing, portfolio drift, and systematic macro strategies
(29:47) Performance evaluation and impact of adding 20% stacks
(32:43) Diversified alternatives and live audience interactions
(36:26) Market neutral/long-short equity stack examples
(38:44) Visualization and behavioral benefits of return stacking
(47:12) How to use Portfolio Visualizer for individual strategies
(48:02) Final thoughts on market outperformance with stacking
(50:00) Extended audience Q&A on ETF specifics and bond considerations
(52:08) US vs global bonds in RSSP and stacking pros & cons
(55:03) Line item risk and behavioral aspects in portfolio construction
(57:27) Closing remarks and resources for further learning
View all episodes
By Rodrigo Gordillo, Corey Hoffstein
4.7
1313 ratings
Finding alpha is notoriously difficult.
Instead of trying to pick stocks better, what if you simply added the return of high-conviction, alternative strategies on top of your asset allocation?
That’s the opportunity portable alpha unlocks for allocators.
Join us for an exclusive podcast where we reveal how capital-efficient ETFs can be used to “port” the returns of any alternative investment on top of your asset allocation.
Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please visit https://www.returnstackedetfs.com/rssb-return-stacked-global-stocks-bonds. Read the prospectus or summary prospectus carefully before investing.
Leverage Risk. As part of the Fund’s principal investment strategy, the Fund will make investments in futures contracts. These derivative instruments provide the economic effect of financial leverage by creating additional investment exposure to the underlying instrument, as well as the potential for greater loss. You could lose all or substantially all of your investment in the Fund should the Fund’s trading positions suddenly turn unprofitable. The net asset value of the Fund while employing leverage will be more volatile and sensitive to market movements.
For additional disclosures and risks, visit https://www.returnstackedetfs.com/rssb-return-stacked-global-stocks-bonds.
Distributed by Foreside Fund Services, LLC.
(0:00) Introduction of hosts and podcast
(0:31) Overview of return stack suite of ETFs and market demand
(2:29) Introduction to RSSB, portable alpha, and diversification strategies
(9:08) Financing costs, leveraging with futures, and benefits of portable alpha
(17:38) RSSB's construction, capital efficiency, and practical applications
(23:14) Comprehensive look at stacking strategies and live demonstration
(27:10) Rebalancing, portfolio drift, and systematic macro strategies
(29:47) Performance evaluation and impact of adding 20% stacks
(32:43) Diversified alternatives and live audience interactions
(36:26) Market neutral/long-short equity stack examples
(38:44) Visualization and behavioral benefits of return stacking
(47:12) How to use Portfolio Visualizer for individual strategies
(48:02) Final thoughts on market outperformance with stacking
(50:00) Extended audience Q&A on ETF specifics and bond considerations
(52:08) US vs global bonds in RSSP and stacking pros & cons
(55:03) Line item risk and behavioral aspects in portfolio construction
(57:27) Closing remarks and resources for further learning
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