Fixed Income Strategies

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:

Conservative Income
Cash/Cash Equivalent 2%
Tactical Aggregate Bond 49%
Tactical High Yield Bond 49%
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Moderate Income
Cash/Cash Equivalent 2%
Other 2%
Tactical Aggregate Bond 24%
Tactical High Yield Bond 72%
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High Income
Cash/Cash Equivalent 2%
Other 2%
Tactical Aggregate Bond 1%
Tactical High Yield Bond 95%
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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.