In this episode, we explore the concept of portfolio diversification by way of capital-efficient investing, through a strategy coined ‘Return Stacking™’ and how historically, institutions have traditionally had more access to sophisticated products than retail investors and financial advisors.

In this episode of Millennial Investing, Rebecca Hotsko and Corey Hoffstein discuss: the core ideas of return stacking™; the different ways the strategy can be implemented; how to decide how much leverage to take; different types of funds that are available to investors to implement return stacking; common mistakes investors make; and the factors that will impact the effectiveness of the approach.