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Oct 05 2023
Equity Strategies

Select Industries Moves Back Into Energy

  • Oct 5, 2023

Oil & Gas Equipment & Services was purchased for the Select Industries portfolio last month, re-establishing exposure to what was our largest overweight entering 2023. The sector leapt from #11 to #4 in the ranks on the back of improved sentiment and macro readings. 

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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.

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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)