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MI270: How to Improve a 100% Stock Portfolio Using Return Stacking w/ Corey Hoffstein

The Intrinsic Value Podcast - The Investor’s Podcast Network

CHAPTER

How to Allocate Your Portfolio Strategically

I think this is a way of rethinking how you build your portfolio, right? To make it a line much more with the tenets of modern portfolio theory or the way institutions have been doing this. My portfolio actually very much looks like 80% stocks, 20% bonds and like 30% managed futures. So there's different ways you can put this together, but I absolutely think it's a way to reframe how you should be allocating strategically.

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