
This episode breaks down an investment strategy called Return Stacking, which involves layering different investment returns on top of each other to achieve greater than a 1:1 exposure. This strategy aims to unlock the benefits of diversification by allowing investors to add alternative investment strategies, such as managed futures and futures yield, to their existing portfolios without sacrificing core stock and bond allocations. The strategy's proponents believe that Return Stacking can enhance long-term returns, improve portfolio diversification, and manage investor behavior by reducing tracking error to their benchmark. The episode detail the Return Stacked® suite of ETFs, including the Return Stacked® Bonds & Managed Futures ETF (RSBT), the Return Stacked® U.S. Stocks & Managed Futures ETF (RSST), the Return Stacked® Bonds & Futures Yield ETF (RSBY), and the Return Stacked® U.S. Stocks & Futures Yield ETF (RSSY), which are designed to implement Return Stacking and provide investors with the opportunity to build diversified portfolios without sacrificing core allocations. My Free Personal Finance Guide: https://github.com/engineerinvestor/personal-finance-guide/blob/main/A_Friendly_Guide_to_Personal_Finance_and_Investing_for_Everyone.ipynb Twitter: https://twitter.com/egr_investor GitHub: https://github.com/engineerinvestor Instagram: https://www.instagram.com/engineerinvestor/ LinkTree: https://linktr.ee/engineerInvestor As always, these are my opinions and do not constitute investing, legal, or tax advice. Please seek guidance from a professional.
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

Reviewing The Four Pillars of Investing and its Lessons for Systematic and Quantitative Investors

Unleashing Tax Alpha: How Long-Short Strategies Supercharge Tax Efficiency

One of the best-kept secrets for high-income earners: the Mega Backdoor Roth (MBDR) 401(k)

Riding the Waves: The Power of Trend Following & Managed Futures
Free AI-powered recaps of The Engineer Investor Podcast and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.