Toews Tactical Defensive Fund Quote

TTDAX Fund  USD 10.22  0.01  0.1%   

Performance

7 of 100

 
Low
 
High
OK

Odds Of Distress

Less than 40

 
100  
 
Zero
Below Average
Toews Tactical is trading at 10.22 as of the 19th of March 2024; that is -0.1% down since the beginning of the trading day. The fund's open price was 10.23. Toews Tactical has about a 40 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Toews Tactical Defensive are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of March 2023 and ending today, the 19th of March 2024. Click here to learn more.
The funds adviser seeks to achieve the funds investment objective by investing primarily in derivative instruments including but not limited to futures contracts on equity indices comprised of issuers of any capitalization, fixed income securities and cash equivalents. More on Toews Tactical Defensive

Moving together with Toews Mutual Fund

  0.79STFGX State Farm GrowthPairCorr
  0.72THHYX Toews Tactical IncomePairCorr
  0.94THIDX Toews Tactical OceanaPairCorr
  0.87THLGX Toews Tactical MonumentPairCorr
  0.96THSMX Toews Tactical OpporPairCorr
  0.88TUIFX Toews UnconstrainedPairCorr

Toews Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Toews Tactical's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Toews Tactical or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationToews Funds, Large Blend Funds, Long-Short Equity Funds, Long-Short Equity, Toews Funds (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date29th of August 2022
Fiscal Year EndApril
Toews Tactical Defensive [TTDAX] is traded in USA and was established 19th of March 2024. Toews Tactical is listed under Toews Funds category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of Toews Funds family. This fund at this time has accumulated 102.04 M in assets with minimum initial investment of 10 K. Toews Tactical Defensive is currently producing year-to-date (YTD) return of 2.61% with the current yeild of 0.03%, while the total return for the last 3 years was -1.27%.
Check Toews Tactical Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Toews Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Toews Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Toews Tactical Defensive Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Toews Tactical Defensive Mutual Fund Constituents

ABTAbbott LaboratoriesStockHealth Care
WMTWalmartStockConsumer Staples
CCICrown CastleStockReal Estate
JNJJohnson JohnsonStockHealth Care
LLoews CorpStockFinancials
SJMJM SmuckerStockConsumer Staples
DUKDuke EnergyStockUtilities
More Details

Toews Tactical Target Price Odds Analysis

Based on a normal probability distribution, the odds of Toews Tactical jumping above the current price in 90 days from now is about 13.77%. The Toews Tactical Defensive probability density function shows the probability of Toews Tactical mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.3223. This usually implies as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Toews Tactical will likely underperform. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Toews Tactical Defensive is significantly underperforming NYSE Composite.
  Odds Below 10.22HorizonTargetOdds Above 10.22
85.96%90 days
 10.22 
13.77%
Based on a normal probability distribution, the odds of Toews Tactical to move above the current price in 90 days from now is about 13.77 (This Toews Tactical Defensive probability density function shows the probability of Toews Mutual Fund to fall within a particular range of prices over 90 days) .

Toews Tactical Defensive Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Toews Tactical market risk premium is the additional return an investor will receive from holding Toews Tactical long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Toews Tactical. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Toews Tactical's alpha and beta are two of the key measurements used to evaluate Toews Tactical's performance over the market, the standard measures of volatility play an important role as well.

Toews Tactical Against Markets

Picking the right benchmark for Toews Tactical mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Toews Tactical mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Toews Tactical is critical whether you are bullish or bearish towards Toews Tactical Defensive at a given time. Please also check how Toews Tactical's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Toews Tactical without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Toews Mutual Fund?

Before investing in Toews Tactical, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Toews Tactical. To buy Toews Tactical fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Toews Tactical. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Toews Tactical fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Toews Tactical Defensive fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Toews Tactical Defensive fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Toews Tactical Defensive, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Toews Tactical Defensive?

The danger of trading Toews Tactical Defensive is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Toews Tactical is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Toews Tactical. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Toews Tactical Defensive is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Toews Tactical Defensive. Also, note that the market value of any Mutual Fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation.
Note that the Toews Tactical Defensive information on this page should be used as a complementary analysis to other Toews Tactical's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.

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When running Toews Tactical's price analysis, check to measure Toews Tactical's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Toews Tactical is operating at the current time. Most of Toews Tactical's value examination focuses on studying past and present price action to predict the probability of Toews Tactical's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Toews Tactical's price. Additionally, you may evaluate how the addition of Toews Tactical to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Toews Tactical's value and its price as these two are different measures arrived at by different means. Investors typically determine if Toews Tactical is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Toews Tactical's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.