This article critically examines the Return Stacked Global Stocks & Bonds ETF (RSSB), an actively managed, leveraged multi-asset fund. It delves into RSSB's investment strategy, performance metrics, and compares it with a non-leveraged benchmark and a key competitor, NTSX. The analysis highlights RSSB's risk-adjusted underperformance and discusses potential limitations of its hedging approach.
Navigating Leveraged Investments: Unpacking the RSSB Strategy
Understanding RSSB's Investment Framework
The Return Stacked Global Stocks & Bonds ETF (RSSB), launched on December 4, 2023, is an actively managed fund designed to provide 2x leveraged exposure to a diversified portfolio of global equities and U.S. Treasuries. This innovative structure aims to enhance returns by utilizing leverage across two distinct asset classes.
