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
This article aims to provide a comprehensive review of managed futures trend strategies across equities, bonds, commodities, and currencies.| Return Stacked® Portfolio Solutions
Carry strategies concentrate on yield differentials embedded in asset prices, harvesting risk premia that compensate investors for bearing certain economic, liquidity, or credit risks.| Return Stacked® Portfolio Solutions
In this article, we discuss the tax efficiency of return stacking strategies, providing an numerical example and estimated tax drag.| Return Stacked® Portfolio Solutions
The Return Stacking Visualizer allows investment professionals to interactively explore the concept of return stacking.| Return Stacked® Portfolio Solutions
In the highly efficient large cap U.S. equities market, conventional investment strategies like stock picking are proving insufficient for generating positive excess returns. It’s increasingly necessary to pivot from traditional long-only strategies, as these markets are difficult to outperform, especially within public mutual funds or ETFs. A shift towards more novel approaches like unshackling risk budgets and exploring alternatives is paramount. It’s not enough anymore to just manage r...| Return Stacked® Portfolio Solutions