『Trend vs. Carry: Why You Need Both — And What Happened in Q2』のカバーアート

Trend vs. Carry: Why You Need Both — And What Happened in Q2

Trend vs. Carry: Why You Need Both — And What Happened in Q2

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In this Q2 2026 commentary, Rodrigo Gordillo and Adam Butler review the Return Stacked® ETF suite, highlighting how combining trend and carry strategies capture unique signals during supply and demand shocks. The conversation also covers merger arbitrage as an overlooked corporate bond alternative, alongside the mechanics of gold and Bitcoin stacking. Finally, the two discuss the launch of the International Stocks & Managed Futures ETF (RSIT), which quickly grew to over $60 million in assets, and the addition of new agricultural markets to the trend and carry strategies.Topics Discussed• Diversification of risk using trend and carry strategies within investment portfolios• Launch and performance of RSIT (International Developed Trend ETF) and addition of agricultural markets• Understanding and capturing carry (roll yield) in energy and futures markets• Mechanics and performance of Return Stacking ETFs including RSSB, RSSX, and RSBA• Benefits of merger arbitrage as a diversifier and corporate bond alternative• Managing behavioral challenges and providing transparency to advisors using Return Stacking• Minimizing hidden financing and funding costs when using futures overlaysThe 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.For prospectus and performance and risks visit the fund pages.RSST – https://www.returnstackedetfs.com/rsst-return-stacked-us-stocks-managed-futures/RSIT - https://www.returnstackedetfs.com/rsit-international-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/RSSX does not invest directly in Bitcoin or Gold. 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 bullionInvestors should carefully consider the investment objectives, risks, charges and expenses of Return Stacked® ETFs lineup before investing. This and other important information about the Return Stacked® ETF lineup is contained in their respective prospectus. For a prospectus or summary prospectus with this and other information about the Funds, please click the links above. 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 RSST, RSIT, RSBT, RSSY, RSBY, RSBA, RSSB, and RSSX.ReSolve Asset Management SEZC (Cayman) (“ReSolve”) serves as futures trading advisor to the Return Stacked® Bonds & Managed Futures ETF (RSBT), the Return Stacked® U.S. Stocks and Managed Futures ETF (RSST), the Return Stacked® U.S. Stocks & Futures Yield ETF (RSSY), the Return Stacked® Bonds & Futures Yield ETF (RSBY), Return Stacked® U.S. Stocks & Gold/Bitcoin ETF (RSSX), Return Stacked® International Stocks & Managed Futures (RSIT) and their respective Subsidiaries.Quantify Chaos Advisors, LLC (“Quantify”) serves as the sub-adviser to the STKd 100% Bitcoin & 100% Gold ETF (BTGD). Quantify has entered into a brand licensing agreement with Newfound and Resolve granting 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.The Return Stacked® ETFs suite is distributed by Foreside Fund Services, LLC, Member FINRA/SIPC. Foreside is not related to Tidal, Newfound, ReSolve or Quantify.Definitions:Duration: refers to the average life of a debt instrument and serves as a measure of that instrument’s interest rate risk. Beta: how much an investment moves vs. a benchmark (like the market). Alpha: refers to returns above that of a passive market benchmark SocGen: is a common abbreviation for Société Générale S.A. Trend index: tracks returns from ...
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