Explore how innovative strategies like Return Stacked® Portfolios, once exclusive to institutional investors, are now accessible to everyone. Learn how to move beyond the limitations of the traditional 60/40 portfolio and enhance returns in today’s complex markets.
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 rates.
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 to introduce return stacking to a portfolio.
We confront the two primary risks of performance risk and path-dependency risk, unveiling the delicate balance between leverage and uncorrelated assets. By drawing parallels with the familiar world of mortgages, we demystify complex …