Skip to content
Jun 06 2023
Equity Strategies

Select Industries Portfolio Shifts From Commodities To Growth

  • Jun 6, 2023

Exposure to commodities (and defense) has fallen rapidly within Select Industries. The primary beneficiaries of that reduction are growth-oriented groups.

tags

Select Industries GS Scores

Login

For full access, please enter your credentials.

About The Author

Greg Swenson / Sr. Research Analyst & Co-Portfolio Manager

Greg Swenson Sr. Research Analyst & Co-Portfolio Manager

Greg is a Senior Analyst and Co-Portfolio Manager for the Leuthold Core Investment Fund, Leuthold Global Fund, Grizzly Short Fund, Leuthold Global Industries Fund, and Leuthold Select Industries Fund.

current issue

featured articles

recent tags
[ALL]

Equity Duration (1) Japan (46) 10-Year Bond Yield (4) Select Industries (176) Risk Aversion Index (115) U.S. Dollar (90) Breadth (106) NYSE Advance/Decline (20) Gold (82) Real Interest Rates (15) Silver (4) S&P 500 Advances (1) Non-Recessionary Bottoms (1) VLT Signals (25) Market Bottoms (2) Russell 2000 (56) Major Advances (2) S&P 500 Declines (2) Bear Market Rally (23) GDP (45)