Corey Hoffstein: Advisors adopted stacking for alternatives and core equities

Corey Hoffstein: Advisors adopted stacking for alternatives and core equities
Advisors use stacking for equities

Corey Hoffstein reflects on advisors' approach to investment selection three years ago, noting that RSST presented a question about the need to choose between alternatives and core equities.

The response from advisors was to implement a strategy known as stacking. Hoffstein expressed appreciation for ongoing support and referenced disclosures and standardized performance information for RSST, while reminding that past performance does not guarantee future results.

Hoffstein has previously questioned QQQ’s methodology for selecting companies based on exchange listing, citing investor uncertainty in a prior article. He has also explained the process behind getting options listed on ETFs and announced that options trading became available for certain funds in another update. Both topics have contributed to ongoing discussions around investment vehicle choices.

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