E11. Discover RGBM ETF: Diversification That Clients May Actually Stick To

Get Stacked Investment Podcast

As financial advisors, we know clients struggle to stay the course with liquid diversifying investments, especially when 60/40 portfolios have been strong. RGBM ETF offers a solution: a 100% global balanced strategy stacked with an additional 100% systematic macro strategy. This 2 for 1 combination is designed to help deliver the diversification your clients may need in a solution they can actually stick to. In this podcast, we explore how RGBM’s unique 'return stacking' approach can improve portfolio resilience and client outcomes. Learn how it minimizes the behavioral challenges of owning diversifying assets. (0:00) Introduction and Overview of Return Stacking (3:05) Understanding Return Stacking and Diversification Issues (9:11) Benefits and Investment Strategy of Return Stack Global Balanced and Macro ETF (RGBM) (14:37) Risk Management and Performance in Systematic Macro Strategies (20:40) Behavioral and Capital-Efficient Benefits of Return Stacking (24:13) Underlying Strategies and Correlation in Systematic Macro Component (31:18) Allocation and Positioning of RGBM for Different Client Profiles (37:54) Volatility, Diversification, and Market Breakdown of Systematic Macro (42:19) Comparison between RGBM and Resolve's Evolution Hedge Fund (46:04) Performance and Future Product Plans (48:03) Closing Remarks, Resources, and Call to Action (51:00) Sponsor: Wealthfront (52:30) Listener Question on Personal Portfolio Implementation (55:45) Real-world Examples and Success Stories (59:20) Upcoming Guests and Topics (1:00:00) Outro and Thank Yous