Toews Managed Blueprint Portfolios: Navigating Markets with Risk-Managed Growth


Are your clients seeking growth while managing risk? Toews Managed Blueprint Portfolios offer a compelling option of actively managed strategies targeting equity growth with a focus on mitigating downside risk through dynamic hedging and defensive positioning. 

Strategic Investment Process

  • Market Outlook: Toews starts by analyzing economic and market trends to identify potential risks and opportunities.
  • Equity Selection: Toews selects what it believes are high-quality companies with strong fundamentals and attractive valuations.
  • Option Hedging: A portion of the portfolio is hedged using equity options, aiming to protect against market downturns.
  • Defensive Positioning: A portion is allocated to investment-grade bonds for income generation and diversification.
  • Continuous Monitoring: The portfolio is constantly monitored and adjusted based on changing market conditions and Toews’ evolving outlook.

Building a Diversified Portfolio

  • Targeted Equity Exposure: Typically 60-80% is in US equities across various sectors and styles.
  • Dynamic Hedging: The level of hedging varies based on market sentiment, potentially ranging from 0% to 25%.
  • Defensive Allocation: Up to 20% may be allocated to investment-grade bonds for income and stability.

When is This Strategy Best Positioned to Shine?

  • Volatile Markets: The hedging strategy aims to cushion downside during market corrections, potentially outperforming purely long-only equity portfolios.
  • Rising Interest Rates: The bond allocation can provide stability and income as interest rates rise.
  • Uncertain Economic Environments: The dynamic approach seeks to adapt to various market conditions, aiming for consistent returns regardless of the economic climate.

Investors to Consider

  • Those seeking growth potential: The equity exposure offers the chance to capture market upswings.
  • Risk-conscious investors: The hedging and defensive allocation aim to mitigate downside risk.
  • Long-term investors: The focus on fundamentals and risk management aligns with a long-term perspective.



The representations and opinions of Toews Asset Management herein are their own and are not the opinions or views of Freedom Advisors. The information is believed to be reliable but is neither guaranteed by Freedom Advisors nor any of its affiliates. Freedom Advisors and Toews Asset Management are not affiliated. This document and the information contained herein is intended for informational purposes only. It does not constitute investment advice or a recommendation with respect to investment. Investing in any strategy should only occur after consulting with a financial advisor. Freedom Advisors does not provide tax or legal advice.


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