by Return Stacked® Portfolio Solutions | Jun 25, 2024 | All Weather Stacker, Article, Diversification Stacker, Education, Growth Stacker
Return Stacking and Taxes Overview This article explores a hypothetical example of a return stacked strategy and how the composition of the strategy can impact the after-tax returns of the portfolio. Key Topics Return Stacking, Capital Efficiency, Tax Efficiency...
by Return Stacked® Portfolio Solutions | Jun 10, 2024 | All Weather Stacker, Article, Diversification Stacker, Education, Growth Stacker
Stacking in a Higher Interest Rate Environment Overview This article explores the relevance of leverage in investment strategies amid higher interest rates. The decision to use leverage should be based on the expected returns of assets rather than current interest...
by Return Stacked® Portfolio Solutions | May 30, 2024 | Article, Education
The Return Stacking Visualizer Overview To further develop the intuition behind return stacking and capital efficiency, we have developed interactive tools that allow investment professionals to get their hands dirty with the concept of return stacking. In this post,...
by Return Stacked® Portfolio Solutions | Mar 13, 2024 | All Weather Stacker, Article, Diversification Stacker, Growth Stacker
The Return Stacking How-To Guide Overview The implementation of return stacking allows investors to solve some potentially pressing problems faced in portfolio construction. In this article, we explore four case studies that showcase some of the most utilized methods...
by Return Stacked® Portfolio Solutions | Mar 4, 2024 | Article, Growth Stacker
Return Stacking: A Different Way to Outperform our Benchmarks Overview The primary indicator of success in the investment industry is the outperformance of a benchmark. Historically, this has been done through security selection but in this article, we provide an...
by Return Stacked® Portfolio Solutions | Feb 20, 2024 | Article, Growth Stacker
Excess Returns through a Structural Edge Overview In the pursuit of excess returns, many investors are constrained to security selection and tactical asset allocation. In this article, we explore how return stacking can be used to separate alpha from beta and pursue...