My 9-Step Return Stacking Checklist

We delve into the intricacies of building a return stacked portfolio, covering everything from choosing what to stack, measuring your hurdle rate, to tax implications.
Show Notes:
• Learn how to choose what to stack, considering factors like similarity to existing assets and liquidity.
• Understand the importance of measuring your hurdle rate, taking into account financing rate, fees, and taxes.
• Discover how to determine the size of your stack and its potential impact on your portfolio.
• Explore options for implementing your stack, whether through pre-stacked funds or freeing up room in your portfolio.
• Understand the importance of matching your betas and estimating the worst-case scenario of your new stacked portfolio.
• Learn about the tax implications of different forms of stacking and the concept of line-item risk.
Interesting Facts:
• Stacking equity on top of an equity heavy portfolio will just add risk, while stacking an uncorrelated asset or strategy like managed futures might actually reduce risk.
• The size of the stack times the exposure's volatility will tell you, in the worst case scenario, how much more volatility and tracking error you're adding to your portfolio.
• Whether you know it as portable alpha, overlay strategies, capital efficiency, or levered investments the goal of Return Stacking is to demystify these concepts and shine a light on how to unlock the benefits of diversification using pre-packaged Return Stacked funds and ETFs available today.
You can find the full checklist at www.returnstac...
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Our mission here at Return Stacked® Portfolio Solutions is to help investors build better portfolios by unlocking the potential of diversification through a process called return stacking.
Here are the ways to work with us here at Return Stacked® Portfolio Solutions:
⚡️FUNDS: Explore the pre-stacked mutual funds and ETFs we manage: www.returnstac...
⚡️FREE MODEL PORTFOLIOS: Access turnkey, return stacked® portfolio solutions in a variety of risk profiles: www.returnstac...
⚡️FREE TOOLS: Explore how different portfolio and stack combinations have historically impacted returns, risk, and safe withdrawal rates: www.returnstac...
⚡️CONSULTING: Want to discuss how to implement return stacking™ in your portfolio?. Grab a spot on our calendar for a 15 minute discovery call: www.returnstac...
Connect with Corey Hoffstein (CIO, Newfound Research): / @choffstein
Connect with Rodrigo Gordillo (President, ReSolve Asset Management SEZC (Cayman)): / @rodgordillop
For Support inquires, or Business inquiries, please go to: www.returnstac...
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[@Omar-et7sb]

I am excited about the managed future space, but until 'indexes" (or synthetic indexes) become more prominent and fees come down, even when looking to hedge, ER's north of 100 basis points are going to scare me and I think many more like me.