Rafael Ortega: Using Return Stacking To Build an All-Terrain Portfolio
Update: 2025-05-29
Description
In this episode, Rodrigo Gordillo sits down with Rafael Ortega, a distinguished Spanish investor and Senior Investment Fund Manager at Andbank Wealth Management. Known for pioneering innovative portfolio solutions in Spain—from the classic permanent portfolio to advanced return stacking and off-road strategies—Rafael discusses a wide range of topics including diversification, structural risk balancing, leveraging, regulatory hurdles, and the future of portable alpha in today’s dynamic markets.
Topics Discussed
- Rafael Ortega’s journey from engineering to a transformative investment philosophy
- The evolution of the permanent portfolio strategy into a modern diversified approach
- Structural diversification and risk balancing using all-weather return stacking
- Customizing portfolio volatility through post-diversification leverage
- Overcoming operational and regulatory hurdles in Europe’s investment landscape
- The integration of trend following, carry, and other non-traditional diversifiers
- Communicating advanced diversification concepts to retail investors
- The future outlook for portable alpha and return stacking in an evolving regulatory framework
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