For educational purposes only. Nothing on this site constitutes investment advice. Disclaimers
Alpha Stacking
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For educational purposes only. Nothing on this site constitutes investment advice. Disclaimers
Alpha Stacking
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For educational purposes only. Nothing on this site constitutes investment advice. Disclaimers
Canadian-listed funds grouped by strategy. Each category below explains what these funds do and why they belong in an alpha stacking portfolio.
Funds that hold an equity sleeve and an alternative sleeve (managed futures, macro, commodities) simultaneously on the same capital, using futures or swaps. You keep the full equity position and add a diversifying return source on top.
RGBM.TO - Return Stacked® Global Balanced & Macro ETF
Canadian Return Stacked® line: ~$1 global balanced sleeve plus ~$1 systematic macro per dollar (USD share class RGBM.U).
MGEG.TO - Mackenzie Global Equity & Gold Overlay ETF
Full active global-equity exposure with a strategic 50% gold-futures overlay in one capital-efficient wrapper.
Rules-based funds that harvest persistent return factors — value, carry, momentum, quality — across many markets simultaneously.
PMM.TO - Purpose Multi-Strategy Market Neutral Fund
Systematic long/short across equity, FX, rates, and commodities targeting value, carry, and momentum premia with no directional bias.
ONEC.TO - Accelerate OneChoice Alternative Multi-Asset Fund
Single-ticket mix of alt sleeves: absolute return, credit, real assets, macro, and directional long/short equity.
PFAA.TO - Picton Multi-Strategy Alpha Alternative Fund ETF
Picton Mahoney multi-strategy alpha alternatives in an ETF structure.
Equity ETFs that tilt toward specific stock characteristics (momentum, value, quality, small-cap) that have historically outperformed the broad market over long periods.
FCCM - Fidelity Canadian Momentum ETF
Rules-based single-factor sleeve: 100 Canadian large-cap names with the strongest momentum signals, rebalanced quarterly.
FINN.NE - Fidelity Global Innovators ETF
Concentrated, actively managed global equity book run by Mark Schmehl, benchmarked to the Nasdaq Composite with a momentum-driven, high-conviction process.
FCMO - Fidelity U.S. Momentum ETF
Rules-based single-factor sleeve: 100 U.S. large-cap names with the strongest momentum signals, rebalanced quarterly.
TEC.TO - TD Global Technology Leaders Index ETF
Canadian-listed global technology equity ETF tracking mid- and large-cap technology leaders, with substantial U.S. mega-cap exposure.
ZLB.TO - BMO Low Volatility Canadian Equity ETF
Canadian value and defensive equity sleeve: a low-volatility tilt toward cheaper, cash-generative banks, utilities, and staples.
EIT.UN - Canoe EIT Income Fund
Actively managed closed-end income fund, diversified across Canadian and U.S. equities and other income-producing securities.
Funds that hold long positions in stocks they expect to outperform and short positions in stocks they expect to underperform.
ATSX.TO - Accelerate Canadian Long Short Equity Fund
Quantitative 150/50 Canadian long/short equity vs. S&P/TSX 60, directional hedge-fund-style ETF.
PFAE.TO - Picton Mahoney Fortified Enhanced Canadian Equity Alternative Fund ETF
130/30 Canadian equity long/short, ~100% net exposure, Fortified / Authentic Hedge® process.
HDGE.TO - Accelerate Absolute Return Fund
Quantitative long/short North American equity strategy in an ETF wrapper.
TGAF.TO - Tralucent Global Alt (Long/Short) Equity Fund ETF
Global long/short equity (~100% long / ~40% short) across 200+ names, active alt sleeve vs. MSCI ACWI NR (CAD).
PFLS.TO - Picton Mahoney Fortified Long Short Alternative Fund ETF
Global long/short equity with moderate net equity exposure: Authentic Hedge®-style process.
PFMN.TO - Picton Mahoney Fortified Market Neutral Alternative Fund ETF
Actively managed market-neutral long/short equity: Authentic Hedge® style in an ETF.
Funds that take positions across currencies, interest rates, equities, and commodities based on macroeconomic themes and environment analysis.
Merger arbitrage funds buy companies that have announced acquisition deals and short the acquirer, capturing the spread between the current stock price and the deal price. Returns are driven by deal completion rates and timelines, with low correlation to broad equity moves.
Daily-resetting funds that deliver 2× or 3× the daily return of a broad equity index. They amplify both gains and losses, and volatility drag means long-term returns don't simply scale with the multiple.
QQQL.TO - Global X Enhanced NASDAQ-100 Index ETF
Enhanced-beta Nasdaq-100 sleeve targeting about 1.25x exposure.
QQU.TO - BetaPro NASDAQ-100 2x Daily Bull ETF
2x daily Nasdaq-100 exposure with daily reset leverage.
USSL.TO - Global X Enhanced S&P 500 Index ETF
Enhanced-beta S&P 500 sleeve targeting about 1.25x exposure.
HEQL.TO - Global X Enhanced All-Equity Asset Allocation ETF
Enhanced all-equity allocation targeting about 1.25x exposure through a diversified global ETF mix.
HSU.TO - BetaPro S&P 500 2x Daily Bull ETF
2x daily S&P 500 exposure in CAD for tactical high-beta positioning.
ETFs that invest in bonds, structured credit, and floating-rate instruments. Includes AAA CLO funds, investment-grade credit, and bond strategies used as collateral or yield sleeves in portfolio construction.
BAAA.TO - Brompton Wellington Square AAA CLO ETF
Actively managed portfolio of primarily AAA-rated CLO bonds: structured credit income with floating-rate coupons and low equity correlation.
CVD.TO - iShares Convertible Bond Index ETF
Canadian convertible bonds: corporate bond income with issuer-specific equity optionality and short broad-rate duration.
HFR.TO - Global X Active Ultra-Short Term Investment Grade Bond ETF
Actively managed Canadian investment-grade corporate bonds with duration generally kept below one year.
ETFs providing exposure to bitcoin, ethereum, or a basket of digital assets.
BTCC-B.TO - Purpose Bitcoin ETF (CAD, unhedged)
Spot Bitcoin in cold storage: Purpose's flagship Canadian physical BTC sleeve (competes with CI Galaxy and Fidelity for top AUM).
ETHX-B.TO - CI Galaxy Ethereum ETF (CAD, unhedged)
Spot Ether held in custody: CI / Galaxy's large-capacity Canadian ETH ETF (low fee vs. many peers).