From The Spaulding Group, please see this independent verification of the Toews Corporation’s compliance with the Global Investment Performance Standards (GIPS):
Reports
Diversification and the Average Investor
From JP Morgan Asset Management, please see this chart of Diversification and the Average Investor through Q3 of 2014 (click image for full view):
High Yeild Bonds Q3 2014
From JP Morgan Asset Management, please see this chart of High Yeild Bonds through Q3 of 2014 (click image for full view):
Asset Class Returns Q3 2014
From JP Morgan Asset Management, please see this chart of Asset Class Returns through Q3 of 2014 (click image for full view):
Historical Performance Statistics for the Benchmark Risk Return Profiles
Note: The benchmark is the returns achieved for a time period for a particular blend of funds (stock, bond, international, cash, etc.). It is useful to look at so you can see the range of outcomes for an investment strategy and how they have averaged in the past. While not a predictor, it is a useful guide for determining best fit for your portfolio.
