Target allocations when fully allocated
ALWAYS INVESTED STOCK
Anticipated participation in rising markets and prone to losses in bear markets
Historically, equity investments have offered investors the best opportunity to achieve long-term portfolio growth. However, they carry significant risk and are vulnerable to debilitating portfolio losses when exogenous shocks to the market occur. Toews’ goal is to help protect core assets from extreme losses without sacrificing participation in rising markets investors rely on to achieve long-term, above-inflation growth .
By attempting to exit growth stocks and moving into defensive equities when prices decline, we aim to produce out-performance with diminished whipsaw risk.
Target allocations when fully allocated
RISK-MANAGED STRATEGIES
Potentially the most robust loss avoidance among our stock strategies, but vulnerable to under performance in choppy markets
Intended to minimize losses in significantly declining markets, our risk-managed strategies may move from tracking stock and bond indices to cash or fixed income instruments as prices start to move lower. The strategies attempt to re-enter markets once they start to rebound.
Target allocations when fully allocated
TACTICAL FIXED INCOME
Designed to adapt to negative market environments
Enable investors to potentially increase yields by tactically allocating a portion of assets to high yield bonds. These portfolios may move to defensive positions in cash, short duration bonds, or inflation protected bonds to attempt to reduce risks from rising interest rates and inflation.