Phillip Toews, CEO and Portfolio Manager and Dan Kullman, Director of Education & Training at Toews Asset Management discuss allocation strategies and solutions for volatile markets.
Today’s market environment creates a unique set of challenges for investors and advisors alike. While broad market performance has been exceptionally strong over the last decade, sky high valuations, inflation and ongoing bouts of volatility could be signaling a market drawdown.
Toews and Kullman discuss how advisors can position client portfolios to account for a variety of market scenarios, manage client expectations, and maintain a goals-based approach. The Behavioral Portfolio model, made up of “always invested equity”, “hedged equity” and “adaptive fixed income” aims to protect investors from the worse case scenario, while still providing uncapped exposure to the market in the case of a continued bull run. Designed for long-term wealth accumulation, the portfolio’s allocation shifts from a an equity heavy position to a capital preservation position to based on the fund’s time horizon.
The Toews Agility Shares Managed Risk ETF (MRSK) seeks long-term growth of capital and income, through exposure to the S&P 500, and mitigates risk with an actively managed option hedge. While buffered ETF strategies typically contain capped exposure to the market with a put, MRSK differentiates itself with an Agg bond overlay and an active option writing component to enhance returns and stay responsive to current market conditions.
To learn more, register and watch Toews’ webcast: Reconciling FOMO and FOBI.
Investors may feel compelled to add risk in a time when markets are more perilously priced than they have been in over a decade. Phil Toews and Dan Kullman will share important insights to help you address the contingencies of falling assets without being forced into a high-stakes portfolio choice between FOBI (Fear of Being In) or FOMO (Fear of Missing Out).
Topics to be discussed:
- Avoiding a lost decade similar to post internet bubble
- Economic data as a predictor of markets
- Portfolio design for multiple markets scenarios
- Reconciling investor expectations between FOMO and FOBI
- Strategies that transcend buffer ETFs