Research.LeutholdGroup

The Leuthold Core and Global Portfolios both turned in solid performance in May thanks to strong performance from the underlying equity strategies.

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AdvantHedge was down 10.5% in May, trailing the inverse S&P 500 (-4.8%), and the inverse Russell 2000 (-6.5%).

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The Leuthold Core and Global Portfolios both participated in the equity market rally, but gains trailed their respective 100% equity benchmarks.

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AdvantHedge was down 17.6% in April, trailing the inverse S&P 500 (-12.8%), and the inverse Russell 2000 (-13.7%).

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The Leuthold Core and Global Portfolios both held up better than the broad market in March.

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Select Industries lagged the S&P 500 during March, but held up well compared to the Russell 2000.

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With Leuthold Core and Global Portfolios’ net equity exposure in the range of 50% during February, they were able to mitigate the damage felt in the equity market.

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Select Industries performed well relative to the broad market during the February selloff.

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Leuthold Core and Leuthold Global were both down slightly during January, as negative long-equity performance overshadowed positive results from fixed income and gold.

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Both strategies posted positive performance in December, aided by allocations to Emerging Markets and Gold.

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Select Industries underperformed the S&P 500 in November due to poor industry selection within Consumer Discretionary, Information Technology, and Industrials.

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Improvement in the Momentum category overpowered smaller losses elsewhere as market valuation and sentiment both remain elevated.

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In a reversal from August when the portfolios performed well in a down month, the Leuthold Core Portfolio and the Leuthold Global Portfolio both lagged their respective 100% equity benchmarks in September.  

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The Leuthold Core Portfolio and the Leuthold Global Portfolio both outperformed their 100% equity benchmarks during August.

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The Leuthold Core Portfolio slightly underperformed and the Leuthold Global Portfolio slightly outperformed their respective benchmarks in July.

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The Leuthold Core and Global portfolios both lagged their respective 100% equity benchmarks in June as the market rebounded from the May sell-off.

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The Leuthold Core and Global portfolios both outperformed their respective 100% equity benchmarks in May as the market rolled over. 

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The Leuthold Core and Global Portfolios both lagged their respective 100% equity benchmarks in April as the underlying equity portfolios lagged in a strong up market.

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The Leuthold Core and Global Portfolios both lagged their respective 100% equity benchmarks in March.

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The Leuthold Core and Global Portfolios both lagged their respective 100% equity benchmarks in February.

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The Leuthold Core and Global Portfolios both lagged their respective 100% equity benchmarks in January as markets continued their bounce off the Christmas Eve correction lows.

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As markets sold off in December, the Leuthold Core and Global Portfolios both fared well versus their respective 100% equity benchmarks.

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The Leuthold Core and Global Portfolios both lagged their respective 100% equity benchmarks during November as markets bounced back after falling into correction territory during October. 

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The Leuthold Core and Global Portfolios both outperformed their 100% equity benchmarks in October.

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The Leuthold Core and Global Portfolios both lagged their 100% equity benchmarks in September.

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The Leuthold Core and Global Portfolios both lagged their 100% equity benchmarks last month in a strong month for stocks.

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The Leuthold Core and Global Portfolios both lagged their 100% equity benchmarks last month in a strong month for stocks.

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The Major Trend Index continued to deteriorate in June, suggesting that the most likely path for the equity markets, from here, is lower.

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The Leuthold Core Portfolio and the Leuthold Global Portfolio both lagged their 100% equity benchmarks last month as the long-stock exposure trailed the benchmarks, while the equity hedge and fixed income both produced negative returns.

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The Leuthold Core Portfolio and the Leuthold Global Portfolio both lagged their 100% equity benchmarks last month.

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The Leuthold Core Portfolio and the Leuthold Global Portfolio both handily outperformed their respective benchmarks during the second down month in a row.

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The Leuthold Core Portfolio and the Leuthold Global Portfolio both outperformed their respective benchmarks during a volatile month.

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The Leuthold Core Portfolio and Leuthold Global Portfolio both lagged their respective all-equity benchmarks in a very strong month to start the year. 

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The Leuthold Core Portfolio and the Leuthold Global Portfolio both lagged their respective all-equity benchmarks in another strong month for domestic and international equity markets.

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The Leuthold Core Portfolio and the Leuthold Global Portfolio both lagged their respective all-equity benchmarks in another strong month for domestic and international equity markets.

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The Leuthold Core Portfolio slightly lagged the S&P 500, while the Leuthold Global Portfolio narrowly outperformed the MSCI ACWI during October.

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The Leuthold Core and Leuthold Global portfolios performed in line with their respective benchmarks during September.

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Both the Leuthold Core Portfolio and the Leuthold Global Portfolio outperformed their benchmarks during August.

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Both the Leuthold Core Portfolio and the Leuthold Global Portfolio slightly trailed their all-equity benchmarks during July.

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Both the Leuthold Core Portfolio and the Leuthold Global Portfolio outperformed their respective benchmarks this month.

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