Return Stacked® Portfolio Solutions
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.
It should come as no surprise that adding diversification and leverage can increase the expectation that a portfolio outperforms its benchmark. But how precisely does that portfolio need to be constructed?
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 will introduce a new mystery factor in equity investing. Over the last decade, it has exhibited little-to-no correlation with stocks, bonds, or other prominent equity factors. It has also been one of the few factors to generate positive excess returns after fees over the last decade.