Return Stacked® Portfolio Solutions
This article explores the relevance of leverage in investment strategies amid higher interest rates. The decision to use leverage should be based on the expected returns of assets rather than current interest rates.
The implementation of return stacking allows investors to solve some potentially pressing problems faced in portfolio construction. In this article, we explore four case studies that showcase some of the most utilized methods to introduce return stacking to a portfolio.
For benchmark-sensitive investors (and, let’s be honest, who isn’t at least a little benchmark sensitive), tracking error is an incredibly important metric. If you’re unfamiliar with the term, tracking error captures the volatility in the difference of returns between your portfolio and its benchmark.
In this note, we explore the impact of introducing managed futures, both as a part of the asset allocation as well as a stacked allocation.
This article explores a hypothetical example of a return stacked strategy and how the composition of the strategy can impact the after-tax returns of the portfolio.
Discover how glidepaths adapted to individuals combined with diversification and return stacking benefit result in retirement improvement.
Given existing capital market assumptions (“CMAs”), how can we develop CMAs for return stacked portfolios?
This piece delves into the strategic utilization of Tactical Asset Allocation (TAA), a method poised to dynamically refine portfolio allocations in tune with market dynamics, presenting a sophisticated alternative to traditional stock/bond portfolio leveraging strategies.
In this article, we explore whether TIPS actually offer a unique exposure, why commodities may be a more capital efficient hedge to inflation, and why stacking managed futures may make the most sense of all.
In this article, we’ll explore a portfolio construction approach that utilizes basic diversification concepts with Return Stacking to help minimize adverse economic impacts while maximizing chances of business success.