Corey Hoffstein 🏴‍☠️

@choffstein

CEO & CIO, Newfound Research | 🥞 Return Stacked® ETFs | 🌊 Liquidity Cascades | 📆 Rebalance Timing Luck | ⚡️ Risk cannot be destroyed, only transformed.

🎙 www.flirtingwithmodels.com

returnstacked.com

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Corey Hoffstein 🏴‍☠️
@choffstein
Aug 28, 2023
My company, Newfound Research, turned 15 today. Coming up on this anniversary, I reflected quite a bit on my career. I’m not sure why, but this milestone feels larger than I would've expected. So I decided to write something. 15 Ideas, Frameworks, and Lessons from 15 Years
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Corey Hoffstein 🏴‍☠️
@choffstein
2h
Defined-outcome ETFs have grown to a nearly $100bn category. But what cost do those defined outcomes come at? In a new piece, Man compares the protection versus participation of the Cboe S&P 500 Buffer Protect Index Balanced Series vs an S&P 500 + Trend mandate.
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Corey Hoffstein 🏴‍☠️
@choffstein
3h
AQR out with a new piece on inflation risk and building inflation-resilient portfolios. No surprise to see a 15%+ trend overlay getting recommended here. aqr.com/Insights/Resea…
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Corey Hoffstein 🏴‍☠️
@choffstein
6h
live shot of my "for you" timeline
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Corey Hoffstein 🏴‍☠️
@choffstein
Sep 15
Stacking Trend Following on a Glide Path Adding a diversifier to a glidepath usually means selling stocks or bonds to make room. Stacking removes that trade-off. In our simulations: 22% more wealth at 65, 64% to 79% odds of a 4% plan lasting to 95. returnstacked.com/stacking-trend…
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