This article explores how return stacking can improve investor discipline, enhance portfolio resilience, and help financial advisors build more behaviorally friendly investment strategies.| Return Stacked® Portfolio Solutions
Introduction When we first started publicly writing and talking about capital efficiency in 2017 – the predecessor conversation to return stackingTM – the 13-week U.S. Treasury Bill rate sat around 1.30%. The prototypical example at the time was a 1.5x levered 60% stock / 40% bond portfolio (also referred to as a “90/60”). Such a […]| Flirting with Models