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Investment Strategy Overviews



Risk Management That Allows Your Clients to Stay Focused No Matter the Market Environment

J2 Capital is a partner that can understand your clients needs as well as yours. Learn more about our Dynamic Stock and ETF Strategies below and download our investment brochure.


Tactical ETF Offerings

A low-cost low-volatility tactical ETF strategy that analyzes over 20 Broad-based equity index and fixed income ETF’s. J2 uses a proprietary market indicator that attempts to identify bull/bear markets and provides guidance on when to add/subtract equity exposure.

 
 


J2 RCI Tactical ETF Strategy

a low cost, low volatility ETF strategy

RCI Tactical Aggressive

50% - 100% Equity

RCI Tactical Growth

40% - 85% Equity

RCI Tactical Moderate

30%-65% Equity


Each month the top ETFs are ranked and chosen using J2’s volatility adjusted relative strength methodology. We have the ability to raise cash when our models suggest it’s appropriate.


J2 Tactical Sector Rotation: 


A Tactical ETF strategy that analyzes over 25 U.S. Sector ETF’s. Each month the universe is ranked using J2’s Volatility-Adjusted Relative Strength methodology and the top ETFs are chosen.

Equity Range: 60%-100%


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 Volatility-Adjusted Relative Strength methodology and the top ETFs are chosen.

Equity Range: 30%-100%


Tactical Stock Offerings

J2 Capital offers three stock based strategies.  By offering a high growth option, a deep value option, and an ESG option, we can offer your clients an innovative risk managed approach to individual security selection.

 
 


J2 Risk Managed RS Leaders:


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.


J2 Dynamic ESG Portfolio


The strategy employs a dynamic rules-based approach in stocks that satisfy certain environmental, social and governance (“ESG”) criteria. J2 uses the MSCI USA Extended ESG Index as it’s universe and applies its risk-adjusted relative strength methodology against it building a portfolio of around 35 stocks.



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

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

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



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