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The “Rebalance Drag” Myth in Leveraged ETFs: What Advisors Need to Know

The “Rebalance Drag” Myth in Leveraged ETFs: What Advisors Need to Know

by Return Stacked® Portfolio Solutions | Jan 30, 2025 | Portable Alpha, Portfolio Construction

Modern portfolio construction demands both enhanced returns and improved diversification, yet traditional approaches often force investors to sacrifice one for the other.

Diversification 2.0 Understanding Return Stacking and the Evolution of Portfolio Construction

Diversification 2.0 Understanding Return Stacking and the Evolution of Portfolio Construction

by Return Stacked® Portfolio Solutions | Dec 3, 2024 | Portable Alpha, Portfolio Construction

Explore how innovative strategies like Return Stacked® Portfolios, once exclusive to institutional investors, are now accessible to everyone. Learn how to move beyond the limitations of the traditional 60/40 portfolio and enhance returns in today’s complex markets.

Recent Posts

  • Return Stacking: A Fresh Perspective on Long-Only Active U.S. Equity Strategies
  • Behavioral Alpha: How Return Stacking Can Help Investors Avoid Line-Item Risk
  • The Potential Return Advantage of Stacking Managed Futures on Equities
  • Portable Alpha with Managed Futures: A Diversification Overlay
  • Margin Management in Return Stacking

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The Return Stacked® brand is co-owned by Newfound Research LLC and ReSolve Asset Management SEZC (Cayman).

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