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Strategy
Description
J2 High Yield Bond Strategy
The model will either be in a money market or in high yield bond funds based on timing signal. The strategy offers something for someone looking for yield in a low interest rate environment.
J2 RCI Core Conservative
Based on J2's long term RCI Indicator. Attempts to maintain maximum stock exposure to around 45% when the RCI is on offense. When the indicator is on defense we may reduce exposure to zero.
J2 Conservative Stock
The emphasis of this strategy is risk/reward. Asset classes and sectors are monitored for trend and trading range. Positions are added based on risk adjusted relative strength.
J2 Tactical Multi-Fund
A solution for low balance or starter accounts. We use 2 or 3 tactical mutual funds that believe in the same concepts of active risk managed approach as J2.
J2 RCI Core Moderate
Based on J2's long term RCI Indicator. Attempts to maintain maximum stock exposure to around 65% when the RCI is on offense. When the indicator is on defense we may reduce exposure to zero and possibly go up to 25% short the market using inverse mutual funds.
J2 Growth & Income Stock
We purchase dividend paying stocks at an entry point where risk is easily managed. Stop losses are used to limit risk as our market hedges. In addition, we will use a covered call write or overwriting options strategy.
J2 PriceWatch Aggressive
The emphasis of this strategy is risk/reward. Asset classes and sectors are monitored for trend and trading range. Positions are added based on risk adjusted relative strength.
J2 RCI Core Aggressive
Based on J2's long term RCI Indicator. Maximum stock exposure to around 85% when the RCI is on offense. When on defense we may reduce exposure to zero and possibly go up to 35% short the market.
J2 Dynamic Model
Intermediate term in nature. Attempts to recognize times when there has been indiscriminate buying or selling in the market. can be fully invested or in cash depending on signal.
J2 SABA Alternatives
Intended to add diversification to the other strategies. Based on a relative strength rotation of commodity and currency ETFs. Will also look for alternative yield opportunities in MLP's or Preferred Stock.
J2 Aggressive Stock
An actively managed individual stock and ETF portfolio. Seeks to purchase growth and momentum stocks with high relative strength attributes. To curb the volatility will on occasion hedge the portfolio with inverse ETFs.
J2 Alpha²
Uses short term indicators and attempts to catch moves on both the long and short side of the market. The portfolio can go up to 100% long or 100% short. Can trade weekly.

Disclosure:

  • Past Performance is not indicative of future results. Investing involves certain risks. Please discuss with a qualified tax or investment/financial professional prior to investing.
  • Models and strategies are for informational purposes only. J2 Capital Management is not responsible for individuals implementing models discussed on this site. For information on how to invest in one of our models please call us at 248-641-4444.
  • Each model or strategy has a different risk profile. Some clients may own one or several of our strategies.
  • J2 Capital makes no guarantee that the current holdings of each model are up to date or real time. We do our best to update position holdings monthly but cannot guarantee the accuracy of said holdings.
  • Models are representative holdings. Each client may hold similar or different securities due to legacy assets or personal needs/wants.
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J2 Capital Management is a Registered Investment Adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for sale or purchase of any securities. Past performance is not indicative of future results. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or before implementing any strategy discussed here.