Investors seeking exposure to alternatives like gold and Bitcoin face a tough tradeoff: diversify or stay fully invested in stocks and bonds. What if you didn’t have to choose?
In this episode, we unveil Return Stacked® U.S. Stocks & Gold/Bitcoin (RSSX) - an ETF designed to deliver long-term capital appreciation by stacking diversified exposures on top of traditional equity allocations.
Discover how RSSX leverages capital-efficient strategies to provide $1 of exposure to U.S. large-cap stocks plus $1 of exposure to a Gold/Bitcoin mix - all for every $1 invested. We’ll walk through the mechanics, behavioral advantages, and real-world application of the latest return-stacking innovation.
Whether you're an advisor looking to optimize client portfolios or an investor seeking smarter diversification, this session is a must-listen.
*Quantify Chaos Advisors, LLC (“Quantify”) has entered into a brand licensing agreement with Newfound Research LLC (“Newfound”) and ReSolve Asset Management SEZC (Cayman) (“ReSolve”), granting the Quantify the right to use the “STKd” brand, a derivative of Return Stacked®. Neither the fund trust nor the investment 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.
**Standard deviation measures the volatility of an investment’s returns, indicating how much they typically vary from the average.
(0:00) Introduction and Event Announcement
(2:02) Overview of ReturnsTac Funds and RSSX ETF
(4:12) Historical Diversification and Introduction to Return Stacking
(8:41) Benefits of Return Stacking for Outperformance
(10:18) RSSX ETF Structure and Strategy Design
(12:05) Combining Gold and Bitcoin in RSSX
(20:12) Capital Efficiency and Risk Parity in the ETF
(22:38) Volatility Measures and Trading Frequency
(24:12) Portfolio Application of RSSX
(25:53) Rebalancing, Tax Distribution, and Trading Costs
(26:43) Audience Q&A and Contact Information
(28:01) Portfolio Structuring with Futures and Spot Bitcoin
(29:38) Tax Risks and RIC Status Structuring
(30:32) Online ETF Holdings and Risk Weighting
(33:21) Gold and Bitcoin Impact on Portfolios
(35:27) Borrowing Costs and Excess Returns
(38:24) Gold and Bitcoin Risk Premiums
(41:24) Central Bank Demand and Gold Market Dynamics
(42:43) Spot Gold ETFs and Futures Market Impact
(44:24) Bitcoin ETF Efficiency and Tax Considerations
(46:40) ETF Trading, Liquidity, and Fee Structure
(49:11) Optimal Allocation and Volatility of Bitcoin and Gold
(52:15) Currency Hedging Strategies
(55:30) Upcoming Research on Gold and Bitcoin
(56:15) Final Thoughts on Investment Strategies
(57:51) Portfolio Construction Benefits and Closing Remarks
