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.
Dynamic 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 Low-Volatility ETF Strategies
(Formerly RCI Tactical ETF Strategies)
a low cost, low volatility ETF strategy
Low-Volatility ETF - Aggressive
50% - 100% Equity
Low-Volatility ETF - Growth
40% - 85% Equity
Low-Volatility ETF - Moderate
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 Dynamic 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 Dynamic 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%
Dynamic 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 Dynamic Mid-Cap Growth:
(Formerly 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 Dynamic Value & Dividend:
(Formerly 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.
J2 Capital Management is an approved TPIA (Third Party Investment Advisor) offering money management services inside the Jefferson National Monument Advisor Variable Annuity. We can offer: