MI270: How to Improve a 100% Stock Portfolio Using Return Stacking w/ Corey Hoffstein

<p>Rebecca Hotsko chats with Corey Hoffstein, and together they discuss the concept of return stacking, its mechanics, leverage determination, fund selection, and a whole lot more!</p><p>Corey Hoffstein is the co-founder and Chief Investment Officer at Newfound Research, which is a quantitative investment and research firm managing strategies that implement Return Stacking concepts.&nbsp;</p><p><br></p><p><strong>IN THIS EPISODE, YOU’LL LEARN:</strong></p><p>00:00 - Intro.</p><p>06:08 - The different types of funds that are available to investors to implement return stacking.&nbsp;</p><p>06:19 - What return stacking is and how this strategy works?&nbsp;</p><p>10:36 - The different ways this strategy can be implemented and the portfolio solutions it provides.&nbsp;</p><p>22:31 - How to decide how much leverage to take, and how much return stacking strategies should make up of the total portfolio allocation?</p><p>40:03 - The factors that contributed to the poor performance of certain return stacking ETFs since 2021.&nbsp;</p><p>42:55 - The common mistakes investors make when implementing this strategy.&nbsp;</p><p>46:01- What factors impact the effectiveness of this strategy?&nbsp;</p><p>52:49 - How to mitigate risk when this strategy breaks down?</p><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Check out:&nbsp;<a href="https://www.thinknewfound.com/" rel="noopener noreferrer" target="_blank"><strong>Newfound Research</strong></a><strong>.&nbsp;</strong></li><li>Related Episode: Listen to&nbsp;<a href="https://link.chtbl.com/MI260" rel="noopener noreferrer" target="_blank"><strong>MI260: Top Stock Picks 2023 w/ Logan Kane</strong></a><a href="https://link.chtbl.com/MI255" rel="noopener noreferrer" target="_blank"><strong>,</strong></a><strong>&nbsp;</strong>or watch the&nbsp;<a href="https://www.theinvestorspodcast.com/millennial-investing/top-stock-picks-2023/" rel="noopene