Summary
RSSY Chart
RSSY: Important Update (Downgraded To Strong Sell)
RSSY's dual equity/futures strategy has failed to deliver alpha, diversification, or risk reduction versus a core S&P 500 ETF after one year. Despite promises of capital efficiency and diversification, RSSY underperformed in both bull and bear markets, offering no compelling advantage over IVV. The ETF has not made any distributions, and its daily rebalancing and futures use may create undesirable tax consequences for investors.
My First Look: Return Stacked U.S. Stocks & Futures Yield ETF
The Return Stacked U.S. Stocks & Futures Yield ETF began trading in late May of this year, offering a unique investment strategy. The ETF is co-managed by Newfound Research LLC and ReSolve Asset Management Sezc, investing in various markets using derivatives and quantitative analysis. ETF aims for capital appreciation and enhanced income through U.S. equity strategy and futures yield strategy, rebalances daily, distributions made annually.
RSSY: An Interesting Stocks And Futures Yield ETF
RSSY gives you exposure to U.S. large-cap equities as well as a futures yield strategy that's already showing positive results. The fund is just a month old but it's already beating the market. RSSY outperformed SP500 with its 5.52% total return in the past month, using a flexible long-short strategy to maximize yield.
Return Stacked U.S. Stocks & Bonds Yield ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 77,936 | $1.4M | $1.99M | $594,905.5 | 42.58% |
| WB William Bromley Innova Wealth Partners | 201,104 | $4.17M | $5.14M | $969,239.53 | 23.24% |
| SU Scott Ungar BlackDiamond Wealth Management LLC | 23,539 | $418,994.2 | $602,480.7 | $183,486.5 | 43.79% |
| RZ Rich Zeitz Bravias Capital Group LLC | 50,872 | $1.05M | $1.3M | $250,090.01 | 23.81% |
| MAI McGrath & Associates Inc. McGrath & Associates Inc. | 297,185 | $5.84M | $7.6M | $1.76M | 30.06% |
Return Stacked U.S. Stocks & Bonds Yield ETF (RSSY) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Return Stacked U.S. Stocks & Bonds Yield ETF ever had a stock split?
Return Stacked U.S. Stocks & Bonds Yield ETF Profile
| BATS Exchange | United States Country |
Overview
The fund is an investment platform that operates as an actively-managed Exchange-Traded Fund (ETF). It dedicates itself to achieving its investment objective through a unique dual-strategy approach, focusing on Bonds and Futures Yield. By committing at least 80% of its net assets, alongside borrowings for investment purposes, the fund aims to maintain a balanced yet aggressive portfolio that leverages the benefits of both its core strategies. Designed for investors looking for innovative investment solutions, the fund positions itself as a non-diversified entity, targeting 100% exposure to both the Bond strategy and the Futures Yield strategy, even under normal circumstances.
Products and Services
- Bond Strategy
- Futures Yield Strategy
The Bond strategy within the fund focuses on investing in a variety of bonds and fixed income securities. This approach aims to generate income for the fund, capitalizing on the interest returns that bonds typically offer. It forms a fundamental part of the fund's investment portfolio, providing a stable income stream and helping to reduce the overall risk profile of the fund.
The Futures Yield strategy complements the Bond strategy by investing in futures contracts. This aims to capitalize on the yield discrepancies found within the futures market. It's a more sophisticated and potentially higher-yield approach, adding an element of growth potential to the fund's investment strategy. By combining these two strategies, the fund strives for both income generation and capital growth, targeting a 100% exposure to maximize returns while maintaining a balanced exposure to risk.
