(RSSB) Return Stacked Global - Ratings and Ratios

The Return Stacked Global Stocks & Bonds ETF (RSSB) is an actively-managed exchange-traded fund that employs a unique investment strategy to maximize returns. By combining large-cap global equities with U.S. Treasury bond futures, the fund aims to achieve a total return that is not solely dependent on the performance of either asset class. The use of leverage enables the fund to stack returns, potentially amplifying gains, but also increasing the risk of losses.

The funds investment approach is centered around two primary components: a global equity strategy and a U.S. Treasury futures contract strategy. The global equity strategy invests in large-capitalization stocks and global equity ETFs, providing broad exposure to international markets. Meanwhile, the U.S. Treasury futures contract strategy seeks to capitalize on the returns of the U.S. Treasury bond market, which can help to offset potential losses in the equity market during periods of high volatility.

With an AUM of $262.88 million, RSSB is a relatively niche product in the ETF market. As a non-diversified fund, it may be more susceptible to concentration risk, as its returns are heavily dependent on the performance of its underlying holdings. However, this also allows the fund to take more targeted positions in the market, potentially leading to higher returns.

Analyzing the technical data, we can see that RSSB has been trending upwards, with its 20-day and 50-day simple moving averages (SMA) indicating a positive short-term outlook. The 200-day SMA suggests that the fund is still in a long-term uptrend. With an ATR of 0.64, representing a 2.69% average true range, the funds price movements are relatively volatile. Based on this data, we can forecast that RSSB may continue to experience fluctuations, but its overall trend may remain positive if the global equity market and U.S. Treasury bond market continue to perform well.

Using a combination of technical and fundamental analysis, we can forecast that RSSB may potentially reach $26.50 within the next 6-12 months, driven by a continued uptrend in global equities and a stable U.S. Treasury bond market. However, this forecast is contingent upon the funds ability to effectively manage its leverage and navigate potential market downturns. If the fund can maintain its current trajectory, it may be an attractive option for investors seeking to maximize returns through a diversified, yet targeted investment strategy.