『E19. STACKED UNPACKED: Managed Futures Trend: “Don’t Call it a Comeback”』のカバーアート

E19. STACKED UNPACKED: Managed Futures Trend: “Don’t Call it a Comeback”

E19. STACKED UNPACKED: Managed Futures Trend: “Don’t Call it a Comeback”

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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 Rodrigo Gordillo, Corey Hoffstein, and Adam Butler review the Q3 2025 performance of their ETF suite, drawing from the latest Return Stacked® ETFs Quarterly Performance Report. The discussion explores the strategies and use cases for each capital-efficient fund, from the core stock/bond RSSB to the newer gold and Bitcoin-focused RSSX. They delve into the underlying mechanics of the stacked strategies, including trend following replication, merger arbitrage, and the concept of portable alpha. This quarterly analysis provides a detailed look at how each fund has performed and is positioned within the broader framework of Return Stacking.Topics Discussed• An overview of the Return Stacking ETF suite's growth to over one billion dollars in assets under management• The capital efficiency and diverse use cases of the RSSB fund, which provides 100/100 exposure to global stocks and bonds• A detailed look at the blended replication approach used to track the trend following managed futures category in RSST and RSBT• The role of the futures yield (carry) strategy as a low-correlation diversifier to trend following• Positioning the RSBA merger arbitrage fund as an alternative to traditional corporate credit, especially with credit spreads at historic lows• Managing exposure to gold and Bitcoin in the RSSX fund through an active inverse volatility weighting strategy• The practical benefits of pre-stacked solutions for advisors, such as simplified implementation and automated rebalancing• A review of recent performance drivers, including the resurgence in trend following and the lifecycle of merger arbitrage dealsRSST– https://www.returnstackedetfs.com/rsst-return-stacked-us-stocks-managed-futures/RSBT– https://www.returnstackedetfs.com/rsbt-return-stacked-bonds-managed-futures/RSSY– https://www.returnstackedetfs.com/rssy-return-stacked-us-stocks-futures-yield/RSBY– https://www.returnstackedetfs.com/rsby-return-stacked-bonds-futures-yield/RSBA– https://www.returnstackedetfs.com/rsba-return-stacked-bonds-merger-arbitrage/RSSB – https://www.returnstackedetfs.com/rssb-return-stacked-global-stocks-bonds/RSSX– https://www.returnstackedetfs.com/rssx-return-stacked-us-stocks-gold-bitcoin/BTGD– https://quantifyfunds.com/stackedbitcoingoldetf/btgd/DefinitionsA Basis Point is equal to 0.01% and is commonly used to express changes in interest rates, fees, or investment returns. For example, 50 basis points equals 0.50%.Duration refers to the average life of a debt instrument and serves as a measure of that instrument’s interest rate risk.Standard Deviation is a statistical measure of how much an investment’s returns vary from its average over time, indicating the degree of volatility or risk*The performance data quoted above represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than their original cost, and current performance may be lower or higher than the performance quoted above.** Investors should carefully consider the investment objectives, risks, charges and expenses of the Return Stacked® ETFs. This and other important information about the ETFs is contained in their prospectuses, which can be obtained by calling 1-844-737-3001 or clicking here. The prospectuses should be read carefully before investing. Investments involve risk. Principal loss is possible. Unlike mutual funds, ETFs may trade at a premium or discount to their net asset value. Brokerage commissions may apply and would reduce returns.Tidal Investments, LLC (“Tidal”) serves as investment adviser to the Funds and the Funds’ Subsidiary.Newfound Research LLC (“Newfound”) serves as investment sub-adviser to the Funds.ReSolve Asset Management SEZC (Cayman) (“ReSolve”) serves as futures trading advisor to the Return Stacked® Bonds & Managed Futures ETF, the Return Stacked® U.S. Stocks and Managed Futures ETF, the Return Stacked® U.S. Stocks & Futures Yield ETF, the Return Stacked® Bonds & Futures Yield ETF, and their respective Subsidiaries.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 to use the “STKd” brand, a derivative of Return Stacked®. Neither the Trust nor the 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.Investments involve risk. Principal loss is possible. Unlike mutual funds, ETFs may trade at a premium or discount to their net asset value. Brokerage commissions may apply and would reduce returns. Bitcoin Investment Risk: The Fund’s indirect investment in bitcoin, through futures contracts and ...
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