RGBM.TO - Return Stacked® Global Balanced & Macro ETF

Strategy

RGBM stacks a global balanced core (equities and investment-grade-style fixed income) with a systematic managed-futures book across rates, FX, and commodities. Capital efficiency comes from derivatives, so margin and leverage caps are central to understanding the return profile.

The fund uses leverage and short positions in the macro sleeve. In stress, CAD versus USD exposure and exchange limits on futures both affect outcomes.

Holdings

Manager and Issuer Pedigree

Return Stacked® Canada inherits the same intellectual lineage as the U.S. line (ReSolve / Newfound-style capital-efficiency research packaged for TSX investors via LongPoint as manager): narrow franchise, purpose-built slides, and advisor education rather than bank-branch distribution.

Sponsor scale is modest next to RBC iShares or BMO, but that keeps the product honest about capacity: you are buying a sleeve built for stacking, not a closet indexer with a macro sticker.

Outperformance

Outperforms when global balanced beta grinds while futures sleeves harvest independent trends: dollar cycles, curve steepeners, or commodity shocks that do not move global equities in lockstep.

Underperforms when correlations spike and both sleeves de-risk into the same liquidity hole; favorable tape is persistent macro trends with functioning futures markets, not simultaneous crashes in stocks and bonds with vol targeting cutting exposure late.

Top Canadian portfolios that hold RGBM / RGBM.U

Official sources

Use the issuer and regulatory documents below to verify current holdings, fees, exposure, and risk disclosures.

Return Stacked ETFs Canada (RGBM)

How Alpha Stacking uses source documents and chart data

Beta and MER may not be accurate.
Educational content only; not investment advice. Past performance does not guarantee future results.