Episode Details

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!

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. 

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro.

06:08 - The different types of funds that are available to investors to implement return stacking. 

06:19 - What return stacking is and how this strategy works? 

10:36 - The different ways this strategy can be implemented and the portfolio solutions it provides. 

22:31 - How to decide how much leverage to take, and how much return stacking strategies should make up of the total portfolio allocation?

40:03 - The factors that contributed to the poor performance of certain return stacking ETFs since 2021. 

42:55 - The common mistakes investors make when implementing this strategy. 

46:01- What factors impact the effectiveness of this strategy? 

52:49 - How to mitigate risk when this strategy breaks down?

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
• Check out: Newfound Research. 
• Related Episode: Listen to MI260: Top Stock Picks 2023 w/ Logan Kane, or watch the video.

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Connect with Rebecca: Twitter | Instagram

Email: Rebecca@theinvestorspodcast.com

Connect with Corey: Website