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12 years and the stock market has gone nowhere*! Yet advisors continue to tout long term buy and hold as a strategy. Many investors are waking up and feel that there must be something else. Here at J2 we believe that there is a time to be invested and a time to not. It all comes down to risk vs. return.
Even the best-designed portfolio needs tactical deviations in order to capitalize on unusual or exceptional investment opportunities.
That's why we examine every client's investment portfolio to identify opportunities for rebalancing when short-term opportunities have run their course. When we identify the need or opportunity to rebalance, we do so for you automatically. This helps manage your risks and your performance -- it's all part of your J2 Capital Management experience.
J2 Capital Management has built 12 unique tactical portfolios to suit every investor style. Our portfolios are proprietary and have been designed and are continuously managed by J2 Capital Management.
*based on the S&P 500 Index. An unmanaged index of 500 US based stocks. Time period used 03/01/1998 to 06/01/2010). |