Return Stacked® Portfolio Solutions

Unlocking the Benefits of Diversification

Make room for alternatives without having to sacrifice core stock and bond exposure.

What is
Return Stacking?

Return Stacking aims to help investors unlock the benefits of diversification by using their capital more efficiently and effectively.

At its core, Return Stacking is the idea of layering one investment return on top of another, achieving more than $1.00 of exposure for each $1.00 invested.

This allows investors to maintain their core stock and bond exposure while simultaneously introducing new, diversifying return streams.

An animation visually demonstrating how return stacking can layer new exposures on top of an existing portfolio.

Why Return Stacking?

For decades, sophisticated institutional investors have thoughtfully applied leverage to include diversifying alternative strategies without diluting their core stock and bond allocations. Due to the complexity of managing derivatives, small institutions, financial advisors, and individuals have largely been locked out of this approach.

Today, professionally managed mutual fund and exchange-traded products allow investors to implement this concept.  We are developing the research, product design, and portfolio construction that unlocks this opportunity for everyone.

Pursuing Diversification without Sacrifice

Investors can introduce diversifying assets and strategies without sacrificing exposure to their traditional asset allocation.

Opportunity for Enhanced Returns

By introducing additional sources of return, Return Stacking creates the potential for outperformance, which may be particularly attractive in an environment where expected returns for traditional assets may be muted.

Potential to Improve Diversification

By thoughtfully introducing differentiated return streams, investors may gain a diversification advantage with the potential to reduce portfolio volatility and drawdowns.

What We Do

Our Solutions

Funds
ETFs and Mutual Funds to help you implement return stacking in your portfolio.
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Model Portfolios
Turnkey solutions that can be customized to your client's risk profile to achieve a range of outcomes.
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Consulting
Learn how capital efficient funds can be used to help stack alternatives on top of traditional allocations.
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Stay up to date
with our research.

Dive deep into our research
blog where we explore the
concepts of return stacking.

  • Return Stacked® Portfolio Solutions
  • Posted by Return Stacked® Portfolio Solutions
September 22, 2023

For decades, the "4% rule" has stood firm as a guidepost to...

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  • Return Stacked® Portfolio Solutions
  • Posted by Return Stacked® Portfolio Solutions
September 18, 2023

Whenever we borrow money – whether explicitly or implicitly – we should expect...

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  • Return Stacked® Portfolio Solutions
  • Posted by Return Stacked® Portfolio Solutions
September 5, 2023

We believe return stacking is a portfolio concept that can revolutionize the...

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  • Return Stacked® Portfolio Solutions
  • Posted by Return Stacked® Portfolio Solutions
July 26, 2023

Newfound Research CIO Corey Hoffstein joins Dean Curnutt on the AlphaExchange podcast...

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  • Return Stacked® Portfolio Solutions
  • Posted by Return Stacked® Portfolio Solutions
July 13, 2023

A common critique against levered ETFs is that they are subject to...

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  • Return Stacked® Portfolio Solutions
  • Posted by Return Stacked® Portfolio Solutions
July 11, 2023

In financial planning, it is common to perform monte-carlo simulations, where potential...

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  • Return Stacked® Portfolio Solutions
  • Posted by Return Stacked® Portfolio Solutions
May 15, 2023

In this episode, we explore the concept of portfolio diversification by way...

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  • Return Stacked® Portfolio Solutions
  • Posted by Return Stacked® Portfolio Solutions
May 1, 2023

In this episode of Millennial Investing, Rebecca Hotsko and Corey Hoffstein discuss:...

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  • Return Stacked® Portfolio Solutions
  • Posted by Return Stacked® Portfolio Solutions
October 8, 2021

Traditional portfolios are faced with the prospects of depressed expected returns in...

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