Literature - Return Stacked® ETFs

Return Stacked® ETFs

Literature

Downloadable guides, brochures, whitepapers, and presentations to help you and your clients understand the power of return stacking.

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Literature — Return Stacked® ETFs

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Essential reading

4 resources · in reading order

Foundation Primer · Written in plain English

The Case for NOT Making Room for Alternatives

The essential starting point. A shareable primer on return stacking, portable alpha, and the core use cases — adding diversifying strategies on top of, not instead of, your existing exposure.

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Why We Stack: One Page Primer

The case for return stacking, distilled to a single page.

Leverage For the Long Run

The academic and empirical case for long-term leveraged diversification.

Guide: Top Return Stacking Case Studies

Real-world examples of return stacking applied across advisor portfolios.

Product Literature

ETF-specific materials: product briefs, presentations, quarterly commentaries, and foundational guides.

Presentations

Full slide decks

9 docs

Product Briefs

One-page ETF fact sheets

8 docs

Quarterly Commentaries

ETF performance updates

7 docs

Foundational Guides

Core reference materials

2 docs

Manager Research

Educational and research content from the Return Stacked investment team: strategy rationale, mechanics, and deeper analysis.

One Pagers

The "Why We Stack" series & intros

6 docs

White Papers

In-depth research & analysis

5 docs

Advisor Guides

Client conversations & deeper guides

8 docs

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The Return Stacked® ETF suite is distributed by Foreside Fund Services, LLC.

All Resources - By Content Type

One Pagers
The "Why We Stack" series

Why We Stack: Managed Futures

Trend

Why We Stack: Futures Yield (Carry)

Carry

Why We Stack: Gold & Bitcoin

Gold-BTC

Why We Stack: Merger Arbitrage

Merger Arb

Why We Stack: Bonds

Bonds

Keeping What Works, Adding
What's Missing

One Pager

Stacking 101: Your Mortgage is
Return Stacking!

One Pager

ETF Commentary
Q3 2024

ETF Commentary
Q2 2024

ETF Commentary
Q4 2024

ETF Commentary
Q1 2024

Advisor Guides
Client conversations & presentations

Return Stacked Primer Presentation

Core

Guide: Leverage For the Long Run

Core

Guide to Client Conversations: Managed Futures Trend

Trend

Guide to Client Conversations: Futures Yield (Carry)

Carry

Guide to Client Conversations: Gold & Bitcoin

Gold-BTC

Guide to Client Conversations:
Merger Arbitrage

Merger Arb

Guide: Top Return Stacking Case Studies

Core

Bulls Vs Bears: Return Stacking Managed Futures

Trend

Return Stacked All-Terrain Portfolio Primer

Core

Whitepapers
In-depth analysis & deep dives

Strategies for Overcoming a Low Return Environment

Core

Golden Opportunities: Enhancing Portfolios with Gold Futures Stack

Gold-BTC

Boosting Bonds: Stacking Merger Arbitrage to Enhance Fixed Income Portfolios

Merger Arb

Managed Futures Carry: A Practitioner's Guide

Carry

Peering Around Corners: Replicating Trend Following Managed Futures

Trend

Commentaries
Quarterly ETF updates

Commentaries

ETF Commentary
Q1 2026

ETF Commentary
Q1 2025

ETF Commentary
Q2 2025

ETF Commentary
Q3 2025

ETF Commentary
Q4 2025

Product Briefs
One-page ETF fact sheets

RSST Stocks & Managed Futures

Trend

RSBT Bonds & Managed Futures

Trend

RSSY Stocks & Futures Yield

Carry

RSBY Bonds & Futures Yield

Carry

RSSX Stocks & Gold/Bitcoin

Gold-BTC

RSBA Bonds & Merger Arbitrage

Merger Arb

RSSB Stocks & Bonds

Bonds

Product Presentations
Full slide decks by ETF

RSST Stocks & Managed Futures

Trend

RSBT Bonds & Managed Futures

Trend

RSSY Stocks & Futures Yield

Carry

RSBY Bonds & Futures Yield

Carry

RSSX Stocks & Gold/Bitcoin

Gold-BTC

RSBA Bonds & Merger Arbitrage

Merger Arb

RSSB Stocks & Bonds

Bonds