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The Return Stacked Bonds & Managed Futures ETF has delivered a 12.25% year-over-year price return after shedding value during 2022/23's inflation de-anchoring – the vehicle remains cyclical and macro-linked. RSBT splits capital between AGG ETF and managed futures, relying on leading trend-following strategies. However, I think relative value or discretionary would've provided better diversification. Despite showing soft intra-asset correlations, covariance can spike during extreme market environments. Moreover, true portfolio convexity or downside protection has yet to surface.
Nvidia's recent 20% post-earnings rally is an excellent example of how the market gods can be kind
Three of my favorite 9+% yielding ETFs had a terrible month due to the end of the worst bond bear market in U.S. history. Inflection points can be painful for this asset class because it takes two to three months for them to catch a new trend.
World-beater blue chips are the best way for regular people like you and me to achieve our financials dreams. Over 50 years of market data shows there is an optimal asset allocation for earning good to great yield, great returns, and minimizing volatility during recessions and bear markets.
Diversification can help boost yield, long-term returns, maximize income growth, and reduce volatility in even the most extreme market crashes. Bonds and managed futures are the best hedging strategy in history, never failing since 1980.
SEC filings for RSBT aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.