Elevate Your Return Stacks with the Combined Power of Managed Futures Trend & Carry Strategies
Learn more about Managed Futures Trend Following & Managed Futures Carry Strategies: Insights &Implementation Join Corey Hoffstein, CIO of Newfound Research, and Rodrigo Gordillo, President at ReSolve Asset Management, as they delve into systematic macro strategies: trend following and futures yield (carry). This in-depth presentation covers what these strategies entail, their differences, similarities, and how they perform across economic environments. Learn about incorporating these strategies into your portfolio, the benefits of return stacking, and addressing common concerns around carry risk. Perfect for investors seeking to broaden their understanding and implementation of systematic strategies. 00:00 Introduction and Webinar Overview 00:23 Understanding Trend and Carry Strategies 02:30 Decomposing Asset Returns 03:54 Futures Markets and Contract Pricing 06:34 Trend Following Strategy Explained 07:35 Carry Strategy Explained 10:14 Comparing Trend and Carry Strategies 13:27 Risk-Based and Behavioral Theories 16:22 Measuring Futures Yield 21:04 Historical Performance and Analysis 34:19 Volatility and Manager Choices 40:28 Analyzing Carry and Trend Strategies 41:25 Market Performance and Bond Index Analysis 42:04 Challenges and Misconceptions of Carry 43:00 Introduction to Return Stacking 46:44 Implementing Return Stacking with Futures 49:22 Behavioral Benefits of Return Stacking 53:43 Technical Aspects and Portfolio Volatility 01:01:07 Q&A: Strategy Allocation and Tax Treatment 01:10:27 Concluding Thoughts and Final Q&A ============================= Our mission here at Return Stacked® Portfolio Solutions is to help investors build better portfolios by unlocking the potential of diversification through a process called return stacking. Here are the ways to work with us here at Return Stacked® Portfolio Solutions: ⚡️FUNDS: Explore the pre-stacked mutual funds and ETFs we manage: https://www.returnstacked.com/funds?u... ⚡️FREE MODEL PORTFOLIOS: Access turnkey, return stacked® portfolio solutions in a variety of risk profiles: https://www.returnstacked.com/model-p... ⚡️FREE TOOLS: Explore how different portfolio and stack combinations have historically impacted returns, risk, and safe withdrawal rates: https://www.returnstacked.com/tools?u... ⚡️CONSULTING: Want to discuss how to implement return stacking™ in your portfolio?. Grab a spot on our calendar for a 15 minute discovery call: https://www.returnstacked.com/contact... Connect with Corey Hoffstein (CIO, Newfound Research): / @choffstein Connect with Rodrigo Gordillo (President, ReSolve Asset Management SEZC (Cayman)): / @rodgordillop For Support inquires, or Business inquiries, please go to: https://www.returnstacked.com/contact... QUESTION — Have a question about Return Stacking, Diversification, Alternatives, Portfolio Construction, or Anything Else? Post in the comments section of this video! Subscribe to Return Stacked Portfolio Solutions here: https://bit.ly/45YlMcL Disclaimer: Please see the link for our disclaimer policy for all of our videos on the Return Stacked Portfolio Solutions YouTube channel. https://www.returnstacked.com/youtube...

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