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 | Feb 12, 2024 | Article, Diversification Stacker, Education, Growth Stacker
The Glide Path Re-Imagined (Part 2) Overview Most asset allocation frameworks through retirement rely primarily on the investors age, while leaving other important variables out of the equation. This piece extends part 1 of this series to include uncorrelated assets...
by Return Stacked® Portfolio Solutions | Feb 12, 2024 | Article, Education
Capital Market Assumptions when Return Stacking Overview Capital market assumptions (“CMAs”) are an important input in portfolio construction and financial planning. Given an existing set of CMAs, this article demonstrates how CMAs can be computed for return stacked®...
by Return Stacked® Portfolio Solutions | Jan 29, 2024 | Article, Diversification Stacker, Education, Growth Stacker
The Glide Path Re-Imagined (Part 1) Overview Most asset allocation frameworks through retirement rely primarily on the investors age, while leaving other important variables out of the equation. This piece attempts to provide a more holistic approach to retirement...