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

Dynamic Focus

The Dynamic Focus strategy is a multi asset class strategy that seeks to achieve better returns than equity markets with lower volatility and lower peak-to-trough drawdowns.  The multi asset class strategy can include ETF, ETN, or index fund investments in U.S. and international developed market stocks and bonds, as well as gold, energy, commodities, emerging … Read more

JULEX WEEKLY REVIEW 12-16-2012 | Global Stocks Gained on Optimism about US Fiscal Deal and Economic Outlook

Top Stories Last Week Global Stocks Gained on Optimism about US Fiscal Deal and Economic Outlook Global stocks edged higher this week, lifted by optimism that a deal to avert the so-called fiscal cliff would be struck. Positive US housing data also helped move the markets higher.  However, the stocks lost some momentum on Friday … Read more

JULEX WEEKLY REVIEW 12-16-2012 | US Stocks Declined Slightly while International Stocks Gained

Top Stories Last Week US Stocks Declined Slightly while International Stocks Gained U.S. stocks declined slightly, as worries about the fiscal cliff continued to sap investor enthusiasm. Fed’s QE4 could not boost the US stocks. However, the stocks in both developed and emerging market stocks moved higher as the economic news there became more positive. … Read more

JULEX WEEKLY REVIEW 11-25-2012 | Markets Rallied on Easing of Middle East Tension and Hope for a Resolution of Fiscal Cliff

Top Stories Last Week Markets Rallied on Easing of Middle East Tension and Hope for a Resolution of “Fiscal Cliff” The stock markets enjoyed some Black Friday cheer, rising sharply as consumers rushed to start the holiday shopping season. Major stock indexes closed one of their best weeks of the year. Investors were encouraged by … Read more