MI270: How to Improve a 100% Stock Portfolio Using Return Stacking w/ Corey Hoffstein
发布时间 2023-05-02 09:00:00 来源
摘要
Rebecca Hotsko chats with Corey Hoffstein, and together they discuss the concept of return stacking, its mechanics, leverage determination, fund selection, and a whole lot more!
Corey Hoffstein is the co-founder and Chief Investment Officer at Newfound Research, which is a quantitative investment and research firm managing strategies that implement Return Stacking concepts.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro.
06:08 - The different types of funds that are available to investors to implement return stacking.
06:19 - What return stacking is and how this strategy works?
10:36 - The different ways this strategy can be implemented and the portfolio solutions it provides.
22:31 - How to decide how much leverage to take, and how much return stacking strategies should make up of the total portfolio allocation?
40:03 - The factors that contributed to the poor performance of certain return stacking ETFs since 2021.
42:55 - The common mistakes investors make when implementing this strategy.
46:01- What factors impact the effectiveness of this strategy?
52:49 - How to mitigate risk when this strategy breaks down?
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
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Check out: Newfound Research.
Related Episode: Listen to MI260: Top Stock Picks 2023 w/ Logan Kane, or watch the video.
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Connect with Rebecca: Twitter | Instagram
Email: Rebecca@theinvestorspodcast.com
Connect with Corey: Website | LinkedIn
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