Research.LeutholdGroup

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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The MTI remains safely in the positive zone.

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The MTI remains safely in the positive zone.

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The MTI remains safely in the positive zone. Accordingly, equity exposure is currently positioned at 67%, near the high end of our bullish range of 50-70%.

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Tactical Asset Allocation Portfolios

Major Trend Index Positive: Equity Exposure At 65-66%

The MTI remains safely in the positive zone. Accordingly, equity exposure is positioned at 65-66%, near the high end of our bullish range of 50-70%.

Both the Core and Global portfolios lagged their benchmarks in February. While U.S. markets were the strongest, equities rallied across the globe. Low volatility and defensive stocks came back in favor, while commodity stocks struggled. 

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The MTI was roughly flat during January and remains safely in the positive range. Accordingly, equity exposure is positioned at 65%, near the high end of our bullish range of 50-70%.

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Allocation and performance details of our portfolios for January 2017.

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