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

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.

Speakers

AI Chat

Unidentified

Unidentified

Corey Hoffstein

Host • 26%

Rodrigo Gordillo

Host • 71%

Chapters

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

Transcript

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