For educational purposes only. Nothing on this site constitutes investment advice. Disclaimers
What’s new
June 14, 2026
- PortfolioCAD
4 Alpha Quadrants
Advanced four-sleeve model, each pairing a shared growth-beta engine with a distinct alpha source: long/short equity, factor premia, systematic premia, and managed futures.
View page → - PortfolioUS
4 Alpha Quadrants
Advanced four-sleeve model, each pairing a shared growth-beta engine with a distinct alpha source: long/short equity, factor premia, systematic premia, and managed futures.
View page →
June 7, 2026
May 25, 2026
- PortfolioCAD
Factor - Momentum & Value
Canadian-listed momentum and Nasdaq growth paired with US small-cap value — 60% growth, 40% value, buy and hold.
View page → - LearnCAD
Five market environments
What growth, inflation, recession, deflation, and choppy markets look like on a chart, and why a portfolio that only thrives in one of them is a fragile portfolio.
Read article → - LearnCAD
How portfolio scores work
What the A/B/C grade on each portfolio means, how it is calculated, and what it does not tell you.
Read article →
May 24, 2026
- PortfolioUS
LETF Stack - 2x
2x S&P 500 leveraged core paired with long-duration Treasuries, managed futures trend-following, and gold for cross-regime balance.
View page → - PortfolioUS
LETF Stack - 3x
3x S&P 500 leveraged core, advanced, paired with long-duration Treasuries, managed futures trend-following, and gold for cross-regime balance.
View page → - PortfolioUS
Long/Short Equity
Net-long long/short equity across US and global markets, paired with capital-efficient international equity overlay and cross-asset diversifiers in managed futures, commodities, and currencies.
View page → - PortfolioUS
Risk Parity - All Weather
Equity-heavy all-weather with ~90% equity notional (66% US large-cap, 24% developed international), ~36% bonds (Treasuries, TIPS, long-duration zeros), and ~26% gold via return-stacked capital-efficient wrappers.
View page → - ETFUSWTLS
WisdomTree Efficient Long/Short U.S. Equity Fund
WTLS pairs broad U.S. large-cap equity with a machine-learning-driven long/short overlay in a single capital-efficient wrapper, targeting incremental return…
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May 23, 2026
- PortfolioUS
Return Stacked - 5:4:3:2:1
Five return-stacked ETFs mapped one-to-one to macro regimes: Growth, Inflation, Recession, Mean-reversion, and Deflation.
View page → - PortfolioUS
Trend - CTA / Managed Futures
Managed futures and systematic alternatives as the primary alpha engine, anchored by S&P momentum equity.
View page → - PortfolioCAD
Canadian Alpha Stack
Leveraged S&P 500 and Nasdaq core with managed futures and market-neutral sleeves.
View page → - PortfolioUS
UPRO Premia Stack
3x S&P 500 core paired with systematic long/short equity and EM currency carry premia.
View page → - ETFCADBAAA / BAAA.U
Brompton Wellington Square AAA CLO ETF
BAAA is Brompton's actively managed portfolio of primarily AAA-rated CLO bonds, sub-advised by Wellington Square Advisors: structured credit income with low…
View page → - ETFUSFOXY
Simplify Currency Strategy ETF
FOXY harvests two systematic currency return premia in one actively managed wrapper: a long/short emerging market carry trade (long high-yield EM currencies…
View page → - ETFUSSPBC
Simplify US Equity PLUS Bitcoin Strategy ETF
SPBC holds 100% S&P 500 equity exposure alongside a targeted ~10% spot bitcoin allocation via exchange-traded products, offering a measured way to add bitcoin…
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May 22, 2026
- ETFUSCLOA
iShares AAA CLO Active ETF
CLOA is BlackRock's actively managed entry into AAA-rated CLO investing, targeting USD-denominated senior CLO tranches for floating-rate structured credit…
View page → - ETFUSJAAA
Janus Henderson AAA CLO ETF
JAAA seeks current income by actively selecting AAA-rated CLO tranches, delivering floating-rate yield above short-term rates with near-zero duration and…
View page → - ETFUSVAMO
Cambria Value and Momentum ETF
VAMO is a quantitative long U.S. equity fund combining value and momentum signals to select roughly 100 holdings, with a systematic overlay that can hedge up…
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May 21, 2026
May 20, 2026
- ETFCADFCCM / FCCM-U
Fidelity Canadian Momentum ETF
FCCM tracks the Fidelity Canada Canadian Momentum Index: a rules-based, single-factor sleeve of 100 Canadian large-cap names ranked on positive momentum…
View page → - ETFCADFCMO / FCMO-U
Fidelity U.S. Momentum ETF
FCMO tracks the Fidelity Canada U.S. Momentum Index: a rules-based, single-factor sleeve that tilts a 100-stock portfolio toward U.S. large caps exhibiting…
View page → - ETFCADPMM
Purpose Multi-Strategy Market Neutral Fund
PMM is a systematic market-neutral fund that runs long/short positions across equities, currencies, commodities, and interest rates, targeting value, carry…
View page → - ETFUSRSBT
Return Stacked Bonds & Managed Futures ETF
RSBT targets roughly dollar-for-dollar broad U.S. bond exposure alongside a systematic managed-futures sleeve, return stacking for fixed-income allocators who…
View page → - ETFUSRSIT
Return Stacked International Stocks & Managed Futures ETF
RSIT targets roughly dollar-for-dollar large-cap international equity alongside a systematic managed-futures sleeve, extending the Return Stacked® approach…
View page → - ETFUSWDIG
WisdomTree Efficient Rare Earth Plus Strategic Metals Fund
WDIG pairs equity in rare earth and strategic metals miners with a base-metals futures overlay, targeting capital-efficient exposure across the…
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May 5, 2026
- ETFUSAVDV
Avantis International Small Cap Value ETF
AVDV targets developed ex-U.S. small-cap value stocks with profitability screens in an active, implementation-focused factor wrapper.
View page → - ETFUSCOWZ
Pacer U.S. Cash Cows 100 ETF
COWZ screens U.S. large-cap stocks for high free-cash-flow yield, emphasizing cash-generation quality over headline earnings optics.
View page → - ETFUSCTAP
Simplify US Equity PLUS Managed Futures Strategy ETF
CTAP layers roughly dollar-for-dollar U.S. large-cap equity and systematic managed-futures exposure in one capital-efficient ETF wrapper.
View page → - ETFUSGDT
WisdomTree Efficient TIPS Plus Gold Fund
GDT pairs a TIPS core with a gold futures overlay in a capital-efficient wrapper designed for inflation-sensitive diversification.
View page → - ETFUSHARD
Simplify Commodities Strategy No K-1 ETF
HARD is a systematic long/short commodities sleeve built for hard-asset exposure without K-1 tax reporting.
View page → - ETFUSHOLD
Harbor Alpha Layering ETF
HOLD layers a U.S. equity sleeve with a trend-following managed-futures sleeve in one ETF to keep beta participation while adding diversifying macro exposure.
View page → - ETFUSNTSE
WisdomTree Emerging Markets Efficient Core Fund
NTSE applies the efficient-core model to emerging-markets equities, pairing EM beta with a Treasury futures sleeve in one fund.
View page → - ETFUSNTSI
WisdomTree International Efficient Core Fund
NTSI extends the 90/60 framework to developed ex-U.S. equities with a Treasury futures overlay to improve capital efficiency.
View page → - ETFUSNTSX
WisdomTree U.S. Efficient Core Fund
NTSX is WisdomTree’s 90/60 U.S. core design: broad U.S. equities plus a Treasury futures sleeve in one capital-efficient ETF.
View page → - ETFCADPFAE
PICTON Long Short Equity (130/30) Alternative Fund ETF
PFAE is a Canadian 130% long / 30% short equity ETF: about 100% net market exposure with extra long positions partly funded by a short book, in one listed fund…
View page → - ETFUSPTF
Invesco Dorsey Wright Technology Momentum ETF
PTF applies Dorsey Wright relative-strength momentum rules to U.S. technology stocks in a concentrated sector-factor sleeve.
View page → - ETFUSRSSB
Return Stacked® Global Stocks & Bonds ETF
RSSB stacks a global-equity sleeve with a U.S. Treasury futures sleeve so one dollar carries stock beta plus duration ballast in a single ETF.
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May 3, 2026
- ETFCADARB
Accelerate Arbitrage Fund
ARB.TO is Accelerate’s merger arbitrage ETF. It buys securities of announced deal targets and, where applicable, hedges with acquirer shorts, capturing the…
View page → - ETFCADHDGE / HDGE.U
Accelerate Absolute Return Fund
HDGE.TO is a quantitative long/short equity fund. It ranks North American stocks systematically, goes long the top-ranked names, and shorts the bottom-ranked…
View page → - ETFUSHFGM
Unlimited HFGM Global Macro ETF
HFGM is an actively managed global macro ETF. It holds long and short positions in ETFs and futures, targeting the return profile of the hedge fund industry’s…
View page → - ETFUSMATE
Man Active Trend Enhanced ETF
MATE holds 100% S&P 500 and 100% managed futures simultaneously on the same dollar of capital: full equity beta plus a full trend-following allocation, not a…
View page → - ETFCADPFMN
Picton Mahoney Fortified Market Neutral Alternative Fund ETF
PFMN.TO is an actively managed market-neutral long/short equity ETF: it aims for capital appreciation with lower volatility than broad equities and low…
View page → - ETFUSRSSY
Return Stacked U.S. Stocks & Futures Yield ETF
RSSY targets roughly dollar-for-dollar large-cap U.S. equity exposure alongside a futures yield sleeve: systematic carry harvested long and short across global…
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May 1, 2026
April 25, 2026
- PortfolioCAD
S&P 500 + Macro Stack
Concentrated U.S. leveraged beta blended with Canadian macro, return-stacked, and arbitrage diversifiers.
View page → - PortfolioUS
US + Gold & Alt Blend
Gold-plus-equity core with long/short equity, S&P 500 leverage, style premia, free-cash-flow tilt, and S&P momentum.
View page → - LearnCAD
Capital, Alpha, and Stacked Efficiency grades explained
What the letter grades on each ETF page measure, how they’re calculated, and what they do not tell you.
Read article → - ETFUSATTR
Arin Tactical Tail Risk ETF
ATTR is an actively managed tail-risk sleeve that seeks U.S. large-cap participation while mitigating severe drawdowns through options structures and tactical…
View page → - ETFUSGDMN
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
GDMN stacks global gold miners equity exposure with a leveraged gold-futures sleeve to target a higher-conviction precious-metals expression in one ETF wrapper.
View page → - ETFCADHEQL
Global X Enhanced All-Equity Asset Allocation ETF
HEQL is a Canadian-listed enhanced all-equity allocation sleeve that targets roughly 125% exposure to a diversified global equity mix through a fund-of-funds…
View page → - ETFCADHQU
BetaPro NASDAQ-100 2x Daily Bull ETF
HQU is a daily-reset 2x Nasdaq-100 exposure sleeve in Canada, designed for tactical growth-beta positioning rather than long-horizon buy-and-hold allocation.
View page → - ETFCADHSU
BetaPro S&P 500 2x Daily Bull ETF
HSU is Global X Canada’s daily-reset leveraged S&P 500 sleeve, targeting about 2x the index’s one-day move before fees and hedging costs.
View page → - ETFCADQQQL
Global X Enhanced NASDAQ-100 Index ETF
QQQL is a Canadian-listed enhanced-beta Nasdaq sleeve targeting about 1.25x index exposure, positioned between plain QQQ-style beta and 2x daily leverage.
View page → - ETFCADUSSL
Global X Enhanced S&P 500 Index ETF
USSL targets roughly 1.25x S&P 500 exposure in a Canadian-listed wrapper, aiming for enhanced beta with lower leverage than classic 2x daily products.
View page →
April 22, 2026
- ETFUSQLD
ProShares Ultra QQQ
QLD delivers 2× the daily return of the Nasdaq-100, reset at the close of each session.
View page → - ETFUSSSO
ProShares Ultra S&P500
SSO delivers 2× the daily return of the S&P 500, reset at the close of each session.
View page → - ETFUSTQQQ
ProShares UltraPro QQQ
TQQQ targets three times the daily return of the Nasdaq-100 Index, before fees and expenses, via derivative exposure and daily rebalancing.
View page → - ETFUSUPRO
ProShares UltraPro S&P500
UPRO targets three times the daily return of the S&P 500, before fees and expenses, using listed derivatives and collateral management.
View page →
April 20, 2026
April 19, 2026
- LearnCAD
ETF pages, model portfolios, and the portfolio builder
How to read each section of the site and move from ETF research to model weights to builder stress-tests.
Read article → - LearnCAD
How to build an alpha stacking portfolio
The four sleeve types, how total beta works, and a worked example using the US Alpha Stack model portfolio.
Read article → - LearnCAD
What is alpha stacking
Equity plus return sources that earn when stocks don’t. What the strategy is, how capital efficiency makes it possible, and definitions of the key terms.
Read article → - LearnCAD
Why alpha stacking
How alpha stacking compares to index funds, return stacking, all-weather portfolios, and leveraged ETFs, with a plain language read on when each option tends to fit.
Read article →
April 18, 2026
April 17, 2026
- ETFUSASGM
Virtus AlphaSimplex Global Macro ETF
ASGM packages AlphaSimplex’s research-driven global macro sleeve inside Virtus’s ETF shelf: a strategic equity sleeve plus systematic futures across rates…
View page → - ETFCADATSX
Accelerate Canadian Long Short Equity Fund
ATSX runs a quantitative 150/50 Canadian long/short sleeve vs. the S&P/TSX 60, with directional hedge-fund-style exposure in an ETF.
View page → - ETFUSAVUV
Avantis U.S. Small Cap Value ETF
AVUV is an actively managed U.S. small-cap value ETF: profitability, value, and investment signals vs. a Russell 2000 Value–style opportunity set.
View page → - ETFUSBEGS
Rareview 2x Bull Cryptocurrency & Precious Metals ETF
BEGS targets leveraged long exposure to a blended cryptocurrency and precious-metals basket using derivatives and ETPs.
View page → - ETFCADBTCC.B
Purpose Bitcoin ETF
BTCC-B is Purpose’s CAD unhedged unit class of the first Canadian spot Bitcoin ETF: direct Bitcoin custody in cold storage, priced in Canadian dollars.
View page → - ETFUSBTGD
STKd 100% Bitcoin & 100% Gold ETF
BTGD seeks simultaneous ~100% bitcoin and ~100% gold exposure via futures and ETPs in a capital-efficient structure.
View page → - ETFUSCAOS
Alpha Architect Tail Risk ETF
CAOS uses S&P 500-linked option structures to express convexity and tail hedging alongside or instead of plain equity beta.
View page → - ETFUSCLSE
Convergence Long/Short Equity ETF
CLSE is a net-long U.S. equity fund that goes long businesses Convergence expects to outperform and short businesses it expects to deteriorate — returns depend…
View page → - ETFUSCTA
Simplify Managed Futures Strategy ETF
CTA delivers a systematic managed-futures sleeve (Altis models) across equities, rates, commodities, and FX—low correlation to equity beta.
View page → - ETFUSDBMF
iMGP DBi Managed Futures Strategy ETF
DBMF replicates the aggregate positioning of large managed-futures hedge funds in a listed ETF wrapper, using daily futures disclosures to reverse-engineer…
View page → - ETFCADDGLM
Desjardins Global Macro ETF
Desjardins lists it; Graham Capital runs the systematic global-macro book across equities, rates, commodities, and currencies.
View page → - ETFCADETHX.B
CI Galaxy Ethereum ETF
ETHX-B holds spot Ether in custody: CI and Galaxy’s Canadian-listed sleeve with a competitive fee versus many alt ETH wrappers.
View page → - ETFUSFLSP
Franklin Systematic Style Premia ETF
FLSP is an actively managed alternatives-leaning ETF targeting style premia and multi-asset long/short sleeves with an absolute-return posture.
View page → - ETFUSGDE
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE pairs large-cap U.S. equity exposure with a layered gold futures overlay—capital-efficient exposure to both stocks and gold.
View page → - ETFUSIALT
iShares Systematic Alternatives Active ETF
IALT is BlackRock’s actively managed multi-strategy systematic alternatives ETF—built to rotate risk across market-neutral, strategic-premia, and dynamic macro…
View page → - ETFUSKMLM
KraneShares Mount Lucas Managed Futures Index Strategy ETF
KMLM tracks the KFA MLM Index—a Mount Lucas–designed, rules-based trend program implemented with liquid futures across commodities, currencies, and global…
View page → - ETFUSMRGR
ProShares Merger ETF
MRGR tracks the S&P Merger Arbitrage Index, which owns stocks of announced acquisition targets at their current trading price and hedges acquirer exposure —…
View page → - ETFUSNTSD
WisdomTree Efficient U.S. Plus International Equity Fund
NTSD is a capital-efficient 90/60-style sleeve: U.S. large-cap equities plus developed international equity exposure via futures and related instruments.
View page → - ETFCADONEC
Accelerate OneChoice Alternative Multi-Asset Fund
ONEC is a single-ticket multi-alternative sleeve: credit, macro, long/short equity, and real-asset exposures in one fund.
View page → - ETFUSOOQB
One+One™ Nasdaq-100® and Bitcoin ETF
OOQB targets ~100% Nasdaq-100 exposure alongside ~100% bitcoin futures exposure in one listed wrapper.
View page → - ETFUSOOSB
One+One™ S&P 500® and Bitcoin ETF
OOSB targets ~100% S&P 500 exposure alongside ~100% bitcoin futures in a single fund.
View page → - ETFUSORR
Militia Long/Short Equity ETF
ORR is Militia’s global long/short equity ETF: higher-turnover, fundamental stock selection across regions—longs in mispriced franchises, shorts funding pairs…
View page → - ETFCADPFAA
Picton Mahoney Multi-Strategy Alpha Alternative Fund ETF
PFAA packages Picton Mahoney’s multi-strategy alpha process (long/short, relative value, and macro sleeves) in an ETF structure.
View page → - ETFCADPFLS
Picton Mahoney Fortified Long Short Alternative Fund ETF
Global long/short equity with moderate net exposure from Picton: Fortified risk budgeting in an ETF wrapper.
View page → - ETFCADRGBM / RGBM.U
Return Stacked® Global Balanced & Macro ETF
RGBM stacks a global balanced sleeve with a systematic macro sleeve: roughly a dollar of each type of exposure per dollar invested, via leverage and…
View page → - ETFUSRSST
Return Stacked U.S. Stocks & Managed Futures ETF
RSST targets roughly dollar-for-dollar large-cap U.S. equity alongside a systematic managed-futures sleeve—return stacking in a single ticker.
View page → - ETFUSRSSX
Return Stacked U.S. Stocks & Gold/Bitcoin ETF
RSSX applies the Return Stacked® design: large-cap U.S. equity exposure layered with gold and bitcoin sleeves in one fund.
View page → - ETFUSSPMO
Invesco S&P 500 Momentum ETF
SPMO tracks the S&P 500 Momentum Index—large-cap U.S. names with stronger risk-adjusted momentum scores, rebalanced on a published rules schedule.
View page → - ETFCADTGAF
Tralucent Global Alt (Long/Short) Equity Fund ETF
TGAF is a global long/short equity ETF, roughly 100% long and ~40% short across 200+ names, benchmarked to MSCI ACWI NR (CAD).
View page → - ETFUSVFLO
VictoryShares Free Cash Flow ETF
VFLO targets large-cap U.S. names with attractive free-cash-flow yield versus a broad large/mid benchmark—a “cash cows” equity factor sleeve.
View page → - ETFUSWTIB
USCF Oil Plus Bitcoin Strategy Fund
WTIB combines crude oil and bitcoin futures/ETP exposure in an actively managed sleeve targeting balanced notional risk across the two themes.
View page → - ETFCADZLB
BMO Low Volatility Canadian Equity ETF
ZLB is a Canadian value and defensive equity sleeve: a rules-based portfolio of TSX names selected for low historical volatility, which in practice means…
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April 15, 2026
- PortfolioCAD
US & Canada - Low Beta & Long/Short
Levered US growth stack with Canadian low-vol equity and preferred income — modeled in CAD.
View page → - PortfolioCAD
Global + Long/Short
CAD-diversified US and Canadian sleeves with intentional beta near 1.0.
View page → - PortfolioCAD
US + Long/Short
Concentrated levered US growth with a Canadian market-neutral long/short sleeve — three positions, buy and hold.
View page → - PortfolioUS
Factor - Momentum & Value Barbell
Equity factor sleeves across momentum, free-cash-flow value, and Nasdaq-100 growth, buffered by a long/short equity allocation.
View page → - PortfolioUS
US Multi-Strategy
Diversified US-listed mix with intentional beta near 1.0.
View page →