Deep Dive Into Return Stacked Bonds & Managed Futures ETF

In this episode, Corey Hoffstein, CIO of Newfound Research, Rodrigo Gordillo, President of ReSolve Global* and Adam Butler, CIO of ReSolve Global, delve into the concept of return stacking and introduce the innovative RSBT Return Stacked™ Bonds & Managed Futures ETF.
This podcast is essential for investors, financial advisors, and anyone interested in learning more about return stacking, the RSBT ETF, and the potential benefits of combining bonds and managed futures for portfolio diversification and risk management. Don't miss out on this insightful conversation to deepen your understanding of these innovative investment strategies and their potential impact on today's complex financial markets.

00:00 Introduction to Return Stacking Concept and ETF Mechanics
00:45 The Genesis of Return Stacking: Addressing Market Gaps
00:57 Institutional Strategies for Retail Investors: The Leap Forward
03:15 The Evolution of Portfolio Construction: A New Approach
04:08 The Birth of Return Stack ETFs: Meeting Market Demand
06:19 Why Bonds and Managed Futures? Unveiling the First Product
08:04 Deep Dive into Managed Futures: Strategy and Benefits
10:30 Building the Return Stack ETF: Bonds and Managed Futures Combined
21:55 Replicating Managed Futures: A Dual Approach
30:28 Futures Markets and Investment Universe Decisions
33:11 Exploring the ETF's Composition and Trading Strategy
33:59 Case Study: Market Reaction to Federal Reserve's Policy Stance
37:27 Comparing Replication Approaches: Top Down vs. Bottom Up
40:34 Utilizing the ETF in Investment Portfolios
47:32 Addressing Common Questions and Clarifications
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Read the prospectus or summary prospectus carefully before investing.

The funds are distributed by Foreside Fund Services, LLC.

Definitions:

Beta: A measure of the volatility—or systematic risk—of a security or portfolio compared to the market as a whole.

S&P 500: The S&P 500 Index, or Standard & Poor's 500 Index, is a market-capitalization-weighted index of 500 leading publicly traded companies in the U.S.

Socgen trend index: The SG Trend Index is equal-weighted and reconstituted annually. The index calculates the net daily rate of return for a pool of trend following based hedge fund managers.

Tracking error: The divergence between the price behavior of a position or a portfolio and the price behavior of a benchmark.

Sharpe ratio: The Sharpe ratio compares the return of an investment with its risk. It's a mathematical expression of the insight that excess returns over a period of time may signify more volatility and risk, rather than investing skill.
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Return stacking aims to enhance portfolio returns and reduce risk through thoughtful diversification. The goal is to unlock the power of overlay strategies and portable alpha for regular investors, harnessing the benefits without sacrificing core allocations.

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[TheRc]

I like your ETFs and they are becoming an integral part of my portfolio. Is there any way to know when and how much dividends will be paid?
I'm a non US investor and would like to avoid dividends by selling the fund before ex-D date so I don't have pay a hefty 30% withholding tax (effectively making the ETF very expensive). I will then buy it back the day after to maintain my weights. But if I knew dividend will be $0 then I wouldn't need to trade at all.

Congrats on growing the assets and I hope to see it prosper.