J2 Capital Management User Agreement

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J2 Investment Strategies

  • TACTICAL ETF OFFERINGS

      • J2 RCI Tactical Models:

        RCI Tactical Aggressive 0-100% Equity
        RCI Tactical Growth 0-85% Equity
        RCI Tactical Moderate 0-65% Equity

        A tactical ETF strategy that analyzes over 20 Broad based equity index and fixed income ETF’s. J2 uses an overall Market indicator (RCI Indicator) that attempts to identify bull/bear markets and provides guidance on when to add/subtract equity exposure.

        Each month the top 5 ETF’s are ranked and chosen using J2’s volatility adjusted relative strength methodology. Cash in each model can reach 100% in declining markets.

       

      • J2 Tactical Sector Rotation:

        A Tactical ETF strategy that analyzes over 25 U.S. Sector and Industry ETF’s. Each month the universe is ranked using J2’s Risk-Adjusted Relative Strength methodology and The top 3-5 ETF’s are chosen. Cash can reach 100% in declining markets.

       

      • J2 Tactical Global Rotation:

        A Tactical ETF strategy that analyzes over 25 Country/Global ETF’s. Each month the universe is ranked using J2’s Risk-Adjusted Relative Strength methodology and The top 3-5 ETF’s are chosen. Cash can reach 100% in declining markets.

  • TACTICAL STOCK OFFERINGS

      • J2 Risk Managed RS Leaders

        Tactical rules based momentum strategy. Seeks to buys stocks experiencing strong EPS growth and high ROE that are experiencing relative strength against the market.

        J2 uses an absolute market filter to determine when to buy/sell equities. We screen all NYSE and Nasdaq stocks experiencing strong EPS and ROE and then rank the Universe using J2’s Volatility-Adjusted Relative Strength. Utilizes industry unique risk based allocation for position sizes. Equity Allocation 0-100% based on market signal.

        Learn More link to go to http://rs-leaders.com

       

      • J2 Tactical Value & Income:

        A tactical value oriented stock strategy that screens for stocks that the manager believes are technically under-valued. The manager will look for long term entries into traditional value stocks and those paying dividends that are nearing long term support or other positive technical analysis attributes.  Where most value managers use a bottoms up fundamental process for decisions, the manger will use this as well as make use of technical analysis for buy points.  Other assets such as global ETF’s, fixed income and commodity asset classes could be included if selling at a historically low valuation or risk/return over the broad market is compelling. Manager will use a market filter to determine overall market environment and raise cash in declining markets.  Cash could equal 50% of portfolio.  Equities can also reach 100% in favorable environments.

  • TACTICAL ANNUITY

      • Offered through Jefferson National Monument Advisor Variable Annuity:

        J2 Capital Management offers money management services inside the Jefferson National Monument Advisor Variable Annuity. We can offer:

        • J2RCI Model Strategies
        • J2 Sector Rotation
        • Tactical Fixed Income
        • Strategic Asset Allocation/Tactical combination

        For more information please call us or visit www.jeffnat.com

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Investment Strategies

We use a proprietary process known as Risk-Adjusted Relative Strength. We apply this process across our ETF and Individual Stock models attempting to identify the next leaders with the least amount of risk

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Financial Education

J2 CAPITAL MANAGEMENT

2025 W. Long Lake Rd, Suite 108
Troy, MI 48098
Phone: 248-641-4444
Email: info@j2cmonline.com

Investment advisory services offered through J2 Capital Management, an SEC Registered Investment Advisor.

Hyperlinks on this site point to website not affiliated with J2 Capital Management. These links are provided as a convenience only. J2 Capital Management disclaims any responsibility for the accuracy of the information on those other websites.