Return Stacked Global Stocks & Bonds ETF (RSSB)
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RSSB: A Leveraged 50/50 Portfolio
The Return Stacked Global Stocks & Bonds ETF delivers 2x leveraged exposure to a 50/50 global equities and U.S. Treasuries portfolio. RSSB's performance since inception trails a non-leveraged 50/50 VT-GOVT benchmark on a risk-adjusted basis. NTSX, a competitor, offers lower fees, lower volatility, and similar returns, making it more compelling.
RSSB: A Global Stock And Bond Return Stacked ETF
Return Stacked Global Stocks & Bonds ETF is under a year old and rated as a Hold until the strategy is proven. RSSB invests in global equity and fixed income markets, providing capital efficiency, diversification, and reduced cash drag. ETF operates with a fixed equity ratio, 5% drift thresholds, and tax considerations, with a risk analysis including counterparty risk and manager risk.
RSSB: A Leveraged Play On The 60/40 Portfolio
The Return Stacked Global Stocks & Bonds ETF (RSSB) offers a leveraged twist on the traditional 60:40 stock to bond portfolio split. Despite underperforming the broader market, RSSB may provide a safety net in a high valuation environment and shifting economic conditions. Risks associated with RSSB include leverage, interest rate, settlement, delivery, operational, and market risks, highlighting the need for thorough due diligence.
Return Stacked Global Stocks & Bonds ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Daren Blonski Fermata Advisors LLC | 160,634 | $4.38M | $4.9M | $528,323.72 | 12.07% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 88,373 | $2.09M | $2.7M | $608,347.74 | 29.06% |
| WB William Bromley Innova Wealth Partners | 14,212 | $386,708.52 | $434,475.05 | $47,766.53 | 12.35% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,068 | $30,096.24 | $32,776.92 | $2,680.68 | 8.91% |
 Jim Clark Worth Asset Management LLC | 24,930 | $703,886.72 | $760,489.65 | $56,602.93 | 8.04% |
Return Stacked Global Stocks & Bonds ETF (RSSB) FAQ
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Return Stacked Global Stocks & Bonds ETF Profile
| BATS Exchange | US Country |
Overview
This actively-managed ETF seeks to outperform traditional market returns by strategically investing in a mix of large-capitalization global equity securities, global equity ETFs, and futures contracts. With an emphasis on leveraging the combined potential of global equities and the U.S. Treasury bond market, the fund employs a unique strategy to amplify investor returns. While leveraging to "stack" the total returns from its equity components with the yields from U.S. Treasury futures, the fund maintains a focused, non-diversified portfolio to target its investment objectives aggressively.
Products and Services
- Large-Capitalization Global Equity Securities
The fund invests a significant portion of its assets in large-capitalization companies around the globe, seeking to benefit from the growth and stability of established companies. These investments are aimed at capturing market trends and gaining exposure to diverse industries and economies worldwide.
- Global Equity ETFs
By incorporating global equity ETFs into its portfolio, the fund diversifies its investment strategy without compromising its focus on large-cap companies. This approach allows for broader market participation, including emerging markets and specific sectors, providing a balanced mix of growth, value, and stability.
- Futures Contracts on U.S. Treasury Bonds
The fund utilizes futures contracts on U.S. Treasury bonds to gain exposure to the performance of the U.S. Treasury bond market. This strategy is designed to hedge against market volatility and to enhance returns through leveraging. The fund’s use of U.S. Treasury futures aims to benefit from both the stability of government bonds and the potential for high returns through strategic trading positions.
- Leverage to "Stack" Returns
Leverage is a cornerstone of the fund’s strategy, used to combine the total return of its global equity holdings with the potential revenue from its U.S. Treasury futures contracts. This method seeks to maximize the fund’s total return, offering a higher growth potential by "stacking" the performance of its two core strategies. Although it introduces additional risk, the fund manages this through careful selection of securities and futures contracts.
- Non-Diversified Portfolio
While many funds spread their investments across a wide range of assets for diversification, this fund adopts a non-diversified approach. By focusing on a select group of large-capitalization global equities and derivative instruments, the fund aims for more concentrated exposure to its chosen market segments. This strategy is intended for investors looking for aggressive growth and who are comfortable with the higher risk associated with non-diversified investments.
