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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

CHAPTER

How to Optimize Portfolio Diversification and Capital Efficiency

Wisdom Tree US Efficient Core ETF NTSX provides 1.5 leverage to a 60% S&P 500, 40% US Treasury Ladder portfolio. Just 67 cents invested in NTSX is effectively equivalent to $1 invested in the Vanguard Balance Fund VBINX. By using a combination of capital-efficient funds, investors can optimize portfolio diversification and capital efficiency without resorting to imprudent levels of product concentration.

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