MI270: How to Improve a 100% Stock Portfolio Using Return Stacking w/ Corey Hoffstein
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Importance of Becoming Comfortable With Leverage
CNN's John Sutter talks with Betterment.com about how to build a diversified, expert-built portfolio. He says the most important thing is that you take enough risk and are comfortable with it. The site offers tools for investors to make an investing plan so they can stay on track.
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
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
- 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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