Conservative Income
DESCRIPTION: The Strategy seeks to limit risk and produce above inflation yield.
PORTFOLIO POSITIONING: Can be used for investment planning liquidity needs post emergency savings
Moderate Income
DESCRIPTION: The strategy seeks to limit risk and produce above inflation yield
PORTFOLIO POSITIONING: Used as a core bond holding within a portfolio and in distribution planning
High Income & High Income ETF Focus
DESCRIPTION: Seeks to provide exposure to high yield bonds with a risk profile similar to core bond holdings
PORTFOLIO POSITIONING: Core Bond Holding and as Year 3-5 of Income Needs in Distribution Planning
Toews Core FIXED INCOME Building Blocks
The Toews strategies are designed using our core building blocks which are specific investment criteria that make up the funds and strategies offered:
Tactical High Yield Bond
Seeks to capture coupons in high yield bond markets while attempting to reduce credit, inflation and interest rate risk through rules-based tactical exits to cash/cash equivalents.
Tactical Aggregate Bond
Seeks to capture coupons in investment grade bond markets while attempting to reduce credit, inflation and interest rate risk through rules-based tactical moves between 5-7 Yr investment grade bonds, 1-3 Yr investment grade bonds and treasury inflation protected securities.
There is no guarantee that Toews will achieve its objectives.