Corey Hoffstein - Get Stacked!

Feb 29, 2024

Corey Hoffstein discusses leveraging ETFs for investing, tax efficiency, diversified portfolios, trend-following strategies, capital efficiency with treasury futures, RSSB product combining stocks, bonds, and managed futures, high yield bond complexity, transitioning to diversified investments, and international perspectives on Bitcoin and digital currencies.

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ADVICE

Tax Efficiency and Diversification

Consider tax efficiency and diversification when investing.
Although it might be late, it's better to start now than never.

INSIGHT

Diversification Problem

Diversification is agreed upon in investing, yet portfolios often lack it beyond stocks and bonds.
This is due to diversification requiring selling existing assets, creating cost, tax, and transparency issues.

INSIGHT

Client Perception of Diversification

Clients struggle with the concept of reduced drawdown risk as a benefit of diversification, preferring higher returns.
This is especially true after a long bull market, where upside potential is prioritized over downside protection.

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Corey Hoffstein, Founder and CEO of Returned Stacked Portfolio Solutions, stops by to discuss how he uses ETFs to leverage his investing assets. Corey and Bill discuss a concept that is not novel to institutional investors, but may benefit individuals today because of ETF innovations. Bill wanted to discuss how Corey came up with his idea, how he executes his idea, and what risks his strategy might have.

You can find more information at Return Stacked Portfolio Solutions.

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