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Dynamic Income

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Hydrangeas

The Dynamic Income strategy is a multi asset class strategy that seeks 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 asset classes including dividend-paying equities, real estate, high yield bonds, emerging market bonds, and U.S. Treasury bonds.  It is a flexible strategy that will include allocations that can either be focused or diversified depending upon the risk environment.

JULEX DYNAMIC INCOME INDEX FACT SHEET

News and Commentaries

  • Julex Market Weekly 05-19-2013 | US Stocks Set Records Again
  • Julex Market Weekly 05-12-2013 | US Stocks Ended the Week at Record Levels Again
  • Julex Market Weekly 05-05-2013 | US Stocks Rose to Record Highs
  • Julex Market Weekly 04-28-2013 | Global Markets Rallied for the Week
  • Julex Market Weekly 04-21-2013 | Global Stocks Ended Lower for the Week
  • Julex Market Weekly 04-07-2013 | S&P 500 Had Worse Week in 2013
  • Julex Market Weekly 03-31-2013 | S&P 500 Index Hit a Record High
  • Julex Market Weekly 03-24-2013 | US Stocks Ended the Week Lower and Emerging Markets Continued to Slump
  • Julex Market Weekly 03-17-2013 | US Stocks Ended the Week Higher While Emerging Markets Tumbled
  • Julex Market Weekly 03-10-2013 | Dow Jones Industrial Average Hit Record

News and Commentaries

  • Julex Market Weekly 05-19-2013 | US Stocks Set Records Again
  • Julex Market Weekly 05-12-2013 | US Stocks Ended the Week at Record Levels Again
  • Julex Market Weekly 05-05-2013 | US Stocks Rose to Record Highs

Thought Leadership

Julex provides forward-looking and thought-provoking perspectives on managed ETF and asset allocation strategies as well as the investment management industry. We encourage feedback from our colleagues and clients so we can work together to overcome the challenges facing the industry and find innovative solutions to serve the best interest of our clients. Please visit our Thought Leadership Library .

For More Information:

  • 857-453-6669
  • info@julexcapital.com
  • Contact Us

Investment Quote of the Month

    "Risk is what's left over when you think you've thought of everything."
---- Carl Richards
(c) 2012 Julex Capital Management, LLC
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