JULEX MARKET WEEKLY 12-30-2012 | US Stocks Declined on Concern about US Fiscal Cliff While Emerging Market Stocks Rallied

Top Stories Last Week US Stocks Declined on Concern about US Fiscal Cliff While Emerging Market Stocks Rallied US stock markets dropped last week as the politicians in Washington could not reach a deal to avert fiscal cliff by the year end. However, the stocks in emerging market stocks continued their six-week winning streak as … Read more

Product Summary

Dynamic Alpha Products Julex offers four main model products: Dynamic Focus, Dynamic Income, Dynamic Factor, and Dynamic Emerging Market.  Financial advisors, RIAs, individuals, and institutional clients will typically choose one of the four portfolio strategies, or combination of strategies, depending upon the investment objectives, risk tolerance, and other factors they are trying to meet. Clients of Julex … Read more

Dynamic Defensive

The Dynamic Defensive Strategy is a dynamic asset allocation strategy designed to provide enhanced return, reduced volatility, and reduced peak-to-trough drawdown compared to naïve buy-and-hold strategies. The portfolio has a long term strategic risk target comparable with a portfolio of 20% equity and 80% fixed income. The strategy may be appropriate for investors who have … Read more

Dynamic Conservative

The Dynamic Conservative Strategy is a dynamic asset allocation strategy designed to provide enhanced return, reduced volatility, and reduced peak-to-trough drawdown compared to naïve buy-and-hold strategies. The portfolio has a long term strategic risk target comparable with a portfolio of 40% equity and 60% fixed income. The strategy may be appropriate for investors who have … Read more

Dynamic Moderate

The Dynamic Moderate Strategy is a dynamic asset allocation strategy designed to provide enhanced return, reduced volatility, and reduced peak-to-trough drawdown compared to naïve buy-and-hold strategies. The portfolio has a long term strategic risk target comparable with a portfolio of 60% equity and 40% fixed income. The strategy may be appropriate for investors who have … Read more

Dynamic Aggressive

The Dynamic Aggressive Strategy is a dynamic asset allocation strategy designed to provide enhanced return, reduced volatility, and reduced peak-to-trough drawdown compared to naïve buy-and-hold strategies. The portfolio has a long term strategic risk target comparable with a portfolio of 80% equity and 20% fixed income. The strategy may be appropriate for investors who have … Read more

Dynamic Diversified

The Dynamic Diversified Strategy strategy invests equally in the Dynamic Multi-Asset, Dynamic Factor, Dynamic Emerging Markets and Dynamic Income strategies. It aims to outperform the aggregate hedge fund index with a lower correlation with traditional asset classes. Its investment universe includes US equities and bonds, international equities, emerging market equities and bonds, real estates and … Read more

Dynamic Sector

The Dynamic Sector Strategy is a strategy that seeks to minimize downside risk while maximizing upside potentials by tactically positioning the US equity sectors with the flexibility of moving to bonds and cash completely. It aims to outperform  DJ US Moderate Index and the S&P 500 Index with lower volatility and lower peak-to-trough drawdowns in … Read more

Dynamic Income

The Dynamic Income strategy is a multi asset class strategy that seeks to offer both higher income and capital preservation. It aims to achieve better returns than the Barclay’s Aggregate U.S. Bond Index with comparable volatility and lower peak-to-trough drawdowns.  The multi asset class strategy can include ETF, ETN, or index fund investments in income-producing … Read more

Dynamic Emerging Markets

The Dynamic Emerging Market strategy is an emerging market strategy that seeks to achieve better returns than the MSCI Emerging Market index with lower volatility and lower peak-to-trough drawdowns.  The strategy rotates between the countries, regions and styles in the emerging markets and bonds.  It is a flexible strategy that will include allocations that can … Read more