MI270: How to Improve a 100% Stock Portfolio Using Return Stacking w/ Corey Hoffstein

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Investing, Education, Business

4.6 • 592 Ratings

🗓️ 2 May 2023

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

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Summary

Rebecca Hotsko chats with Corey Hoffstein, and together they discuss the concept of return stacking, its mechanics, leverage determination, fund selection, and a whole lot more! Corey Hoffstein is the co-founder and Chief Investment Officer at Newfound Research, which is a quantitative investment and research firm managing strategies that implement Return Stacking concepts. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro. 06:08 - The different types of funds that are available to investors to implement return stacking. 06:19 - What return stacking is and how this strategy works? 10:36 - The different ways this strategy can be implemented and the portfolio solutions it provides. 22:31 - How to decide how much leverage to take, and how much return stacking strategies should make up of the total portfolio allocation? 40:03 - The factors that contributed to the poor performance of certain return stacking ETFs since 2021. 42:55 - The common mistakes investors make when implementing this strategy. 46:01- What factors impact the effectiveness of this strategy? 52:49 - How to mitigate risk when this strategy breaks down? *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out: Newfound Research. Related Episode: Listen to MI260: Top Stock Picks 2023 w/ Logan Kane, or watch the video. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Connect with Rebecca: Twitter | Instagram Email: Rebecca@theinvestorspodcast.com Connect with Corey: Website | LinkedIn Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:02.8	Well, return stacking is the idea of basically layering a new set of returns on top of your existing portfolio.
0:10.4	So we call it stacking because you're trying to stack the returns of a hopefully second diversifying source of returns on top of what you already have.
0:19.6	It's sort of an A plus B equals C equation.
0:27.0	On today's episode, I'm joined by Corey Hofstein, who's the co-founder and chief investment officer
0:32.5	at Newfound Research, which is a quantitative investment in research firm that manages strategies that
0:38.5	implement return stacking.
0:40.7	During this episode, Corey discusses what return stacking is, how the strategy works, and
0:46.2	goes over the different ways that it can be implemented and the various portfolio solutions
0:51.1	that it provides.
0:52.4	He also talks about what factors impact the effectiveness
0:55.6	of the strategy and the reasons behind the poor performance of certain return stacking ETFs
1:01.8	since 2021, how to mitigate risk when the strategy breaks down, and so much more. I've been looking
1:08.1	forward to this conversation ever since Logan Kane brought up
1:11.5	this strategy in his last episode. So I hope you all really enjoy today's conversation with Corey as
1:18.3	much as I did. You're listening to Millennial Investing by the Investors Podcast Network,
1:24.1	where your hosts, Robert Leonard and Rebecca Hotsko interview successful entrepreneurs
1:29.0	business leaders and investors to help educate and inspire the millennial generation
1:38.1	welcome to the millennial investing podcast I'm your host Rebecca Hotsko and Investing Podcast. I'm your host, Rebecca Hotsko. And on today's episode,
1:48.1	I'm joined by Corey Hofstein. Welcome to the show. Thanks for having me, Rebecca. Delighted to be here.
1:53.9	Thank you so much for coming on today, Corey. I'm super excited for today's conversation because
1:59.2	one of my recent guests talked about return
	...

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