Top Stories Last Week • S&P 500 Index Rose the Sixth Week in a Row The Standard & Poor’s 500 Index, the broad benchmark for U.S. stocks, rose 0.4%, the sixth week of rally in a row. However, MSCI EAFE index lost 1.5% and MSCI Emerging Market Index was down by 1.3%. Gold was up … Read more
Top Stories Last Week • The US Equity Markets Scored the Best January Gains in 15 Years U.S. stocks continued rising for the week, driven by solid corporate earnings and economic news. Standard & Poor’s 500 Index climbed 0.7% and 5.2% in January, the best percentage January gain in 15 years. MSCI EAFE index gained … Read more
Top Stories Last Week • Stocks Climbed Again Last Week U.S. stocks climbed for the week, driven by rising corporate earnings, which investors may believe are setting the stage for further market gains. Standard & Poor’s 500 Index climbed 1.3%, MSCI EAFE index gained 1.5%, while MSCI emerging market index lost 1.3%. Gold declined by … Read more
Top Stories Last Week • Stocks Ended the Week with Moderate Gains U.S. stocks ended the week with moderate gains as earnings and economic data globally gave investors reason for hope the market’s recent rallies can last. Standard & Poor’s 500 Index climbed 0.9%, MSCI EAFE index gained 0.2%, and MSCI emerging market index gained … Read more
Top Stories Last Week US Stocks Rose Slightly Last Week U.S. stocks advanced on the week, buoyed by data, decent earnings, and enduring positive sentiment from the resolution of the fiscal cliff debate. Standard & Poor’s 500 Index jumped 0.5%, MSCI EAFE index gained 1.0% while MSCI emerging market index lost 1.0%. Gold gained 0.4% … Read more
Top Stories Last Week Global Stocks Kicked Off a Good Start in the New Year as Fiscal Cliff was Averted Global stock markets soared last week as the politicians in Washington reached a deal to avert “fiscal cliff”. Standard & Poor’s 500 Index jumped 4.5%, MSCI EAFE index rallied 2.6% while MSCI emerging market index … Read more
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
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
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
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