Quant Mashup - Return Stacked What's the Optimal Stack? [Return Stacked]The most common question we hear from advisors is what’s the optimal stack? So we ran the optimizer — bootstrapping 10,000 simulated 25-year histories across five asset classes to find the portfolio that would have maximized return at 60/40 volatility. The answer is mathematically elegant and(...) Why Bonds Still Belong: Rethinking Fixed Income in Modern Portfolios [Return Stacked]n recent years, the bond market has disappointed many investors. Rising rates and inflation have driven high interest rate volatility, while long-duration bonds have underperformed, dramatically underperforming cash and generating outright negative returns. With a flat term structure, it’s(...)