Congratulations To The Retirees Who Found a Quiet Hedge That Returned 25% While Markets Panicked

"Managed futures strategies use trend-following models to go long or short across a diversified mix of asset classes, including equities, bonds, currencies, and commodities. DBMF specifically replicates the positioning of the largest managed futures hedge funds using liquid futures contracts, without the steep fees those funds charge. The goal is to generate returns that move independently of stocks and bonds, providing a genuine diversifier rather than just another correlated bet."

"For retirees, the appeal is straightforward: a holding that can rise when equities fall protects the sequence-of-returns risk that makes early retirement withdrawals so dangerous. Losing a significant amount in year one of retirement is far more damaging than the same loss a decade in."

"Over the past year, DBMF returned 25.26%, meaningfully outpacing SPY's 16.54%. That gap reflects how well trend-following strategies performed during the volatility spike of 2025, when sharp dislocations across equities, bonds, and currencies created exactly the directional trends these models are built to exploit."

DBMF replicates the positioning of major managed futures hedge funds using liquid futures contracts across equities, bonds, currencies, and commodities. The strategy employs trend-following models to generate returns independent of traditional stocks and bonds, providing genuine portfolio diversification. Over the past year, DBMF returned 25.26% versus SPY's 16.54%, capitalizing on 2025's volatility spike and market dislocations. Year-to-date 2026 performance shows DBMF up 8.05% while SPY declined 0.23%. For retirees, the fund addresses sequence-of-returns risk by potentially rising when equities fall. The 0.85% expense ratio is reasonable for actively managed alternatives, though dividend yield and net returns require consideration.

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