A Dynamic ETF Strategist for Changing Market Conditions

Depending on one’s investment objectives, risk tolerance and other factors when filling out a portfolio, investors have the ability to choose from a number of exchange traded fund model portfolios from various ETF strategists to help reach their retirement goals.

ETF Trends publisher Tom Lydon spoke with Julex Capital Management managing director Jeff Megar at the Inside ETFs conference that ran Jan. 22-25, 2017 to talk about types of dynamic investment portfolios that investors can implement to achieve their tactical and strategic allocation needs.

Megar explained that Julex Capital Management follows a very unique three step adaptive investment process.

“First determining the market environment, should we be in the market or out of the market,” Megar said. “Then we use momentum to determine which are the best ETFs, strongest performing ETFs to invest in. Lastly, we volatility weight our positions, so we can make a nice smooth ride for the investor.”

Julex Capital Management offers eight main model ETF portfolios, including strategies that cover equity/sectors, income, real assets, multi-assets and risk-based portfolio solutions.