Show Us Your Portfolio: Corey Hoffstein

In our latest Show Us Your Portfolio episode, we speak with Newfound Research founder Corey Hoffstein. We discuss how he constructs his personal portfolio and how he applies concepts like return stacking and capital efficiency in that process. We also cover a wide range of other topics, including the importance of human capital, international diversification, the role of valuations in his investment process and a lot more.
We hope you enjoy the discussion.
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[@emcardleinvest]

Great episode. Corey is a sharp dude.

[@ExcessReturns]

Thanks Eric. Corey is super solid all the way around.

[@ExcessReturns]

Restating this for transparency to our followers: We encourage everyone to read the paper on return stacking and make their own informed decisions. Don't rely on any one opinion or viewpoint, educate, learn and make productive comments and decisions.
investresolve.com/return-stacking-strategies-for-overcoming-a-low-return-environment-lp/

[@danielscott1409]

Forget PE, just lever up the russell 4x and you have the same thing only liquid

[@BuonoBruttoCattivo77]

Most people's human capital is absolutely not such a safe bond. Only applies to professionals (doctors, lawyers, etc)