J2 Capital Management

Core RCI Models

J2 uses a proprietary long-term indicator known as the Risk Controlled Index (RCI) that provides guidance on when to add or subtract equity exposure to the portfolios. When the RCI indicates that equity exposure should be added, additional equities are included based on risk-adjusted relative strength. The difference in the three RCI models is the maximum percentage of stock exposure.

Core Ameriflex Models

Based on the work in the book "The Ivy Portfolio" by Mebane Faber, A tactical buy-n-hold strategy utilizing market and sector ETFs within three models.When fully invested, the non-fixed income portion is divided evenly among four asset classes (Domestic Equities, International Equities, Real Estate and Resources & Materials) that are monitored individually and sold to cash when a sell signal transpires.

RCI Moderate
Maximum Stock Exposure: 65%

RCI Growth
Maximum Stock Exposure: 85%

RCI Aggresive
Maximum Stock
Exposure: 100%

Ameriflex Stable
40% Stocks
60% Bonds

Ameriflex Balanced
60% Stocks
40% Bonds

Ameriflex Growth
80% Stocks
20% Bonds

Managed Income Models

Endurance Model

This low volatility strategy, utilizing mostly fixed income and tactical mutual funds to manage market risk. Stock ETFs may be added and removed based on market research criteria.

High Yield Bond Model

This strategy uses high yield bond mutual funds – or money market or investment grade bonds during a down market – to generate yield. These are all monitored for weakness to temper net asset value loss.

Growth & Income Stock Model

Seeks high current dividend income and total return, using fundamental and technical screens. Will invest in income-producing equities and bonds. We will screen for stocks that have a history of paying increasing dividends with annual dividend yields greater than 2.5%.

Tactical Growth Models

SABA Alternative Model

This model is intended to add diversification and provide low correlations to the equity markets. The model utilizes a relative strength selection process and invests in 3 main asset classes: Commodity ETF/ETN’s, Currency ETN’s, and Fixed income ETF’s.

Aggressive Stock Model

An actively managed individual stock portfolio for purpose of capital appreciation. The manager looks for growth companies exhibiting high Relative Strength and growing earnings significantly, then purchases only when they trigger a certain technical set-up. .

Global 3 Model

A high relative strength model of global ETF"s. 25 global country index ETF's are ranked and are chosen based on a short and intermediate term look-back period while penalizing for volatility. The top 3 are selected each month.