The Meb Faber Show - Better Investing cover image

Rodrigo Gordillo and Corey Hoffstein – Return Stacking: Strategies for Overcoming a Low Return Environment (The Best Investment Writing Volume 6)

The Meb Faber Show - Better Investing

00:00

The Return Stacking Portfolio Outperforms the Balanced Portfolio

The return stacking and diversification benefits compounded into an annualized rate of return that is almost 4 percentage points per year higher than the original 6040 portfolio. Furthermore, the return stacking portfolio outperformed the balance portfolio in 18 out of 21 years. Investors are no longer compelled to seek returns by climbing the equity risk curve since they are liberated to experiment with increasing portfolio real estate and return stacking opportunities at a level of risk that they're comfortable with.

Play episode from 15:23
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app