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Portfolios Applying Our Research In The Markets

Jun 04 2020

Tactical Asset Allocation Portfolios - June 2020

  • Jun 4, 2020

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

Jun 04 2020

Fully-Invested Portfolios - June 2020

  • Jun 4, 2020

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

May 07 2020

Tactical Asset Allocation Portfolios - May 2020

  • May 7, 2020

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

May 07 2020

Fully-Invested Portfolios - May 2020

  • May 7, 2020

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

Apr 06 2020

Tactical Asset Allocation Portfolios - April 2020

  • Apr 6, 2020

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

Apr 06 2020

Fully-Invested Portfolios - April 2020

  • Apr 6, 2020

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

Mar 06 2020

Tactical Asset Allocation Portfolios - March 2020

  • Mar 6, 2020

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.

Mar 06 2020

Fully-Invested Portfolios - March 2020

  • Mar 6, 2020

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

Feb 06 2020

Portfolios - February 2020

  • Feb 6, 2020

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

Jan 08 2020

Portfolios - January 2020

  • Jan 8, 2020

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

Dec 06 2019

Portfolios - December 2019

  • Dec 6, 2019

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

Nov 07 2019

Portfolios - November 2019

  • Nov 7, 2019

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

Oct 05 2019

Portfolios - October 2019

  • Oct 5, 2019

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.  

Sep 06 2019

Portfolios - September 2019

  • Sep 6, 2019

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

Aug 07 2019

Portfolios - August 2019

  • Aug 7, 2019

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

Jul 05 2019

Portfolios - July 2019

  • Jul 5, 2019

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

Jun 07 2019

Portfolios - June 2019

  • Jun 7, 2019

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

May 07 2019

Portfolios - May 2019

  • May 7, 2019

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.

Apr 04 2019

Portfolios - April 2019

  • Apr 4, 2019

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

Mar 07 2019

Portfolios - March 2019

  • Mar 7, 2019

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

Feb 07 2019

Portfolios - February 2019

  • Feb 7, 2019

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.

Jan 08 2019

Portfolios - January 2019

  • Jan 8, 2019

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

Dec 07 2018

Portfolios - December 2018

  • Dec 7, 2018

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. 

Nov 07 2018

Portfolios - November 2018

  • Nov 7, 2018

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

Oct 05 2018

Portfolios - October 2018

  • Oct 5, 2018

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

Sep 07 2018

Portfolios - September 2018

  • Sep 7, 2018

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

Aug 07 2018

Portfolios - August 2018

  • Aug 7, 2018

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

Jul 07 2018

Portfolios - July 2018

  • Jul 7, 2018

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

Jun 06 2018

Portfolios - June 2018

  • Jun 6, 2018

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.

May 04 2018

Portfolios - May 2018

  • May 4, 2018

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

Apr 05 2018

Portfolios - April 2018

  • Apr 5, 2018

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

Mar 07 2018

Portfolios - March 2018

  • Mar 7, 2018

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

Feb 07 2018

Portfolios - February 2018

  • Feb 7, 2018

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

Jan 06 2018

Portfolios - January 2018

  • Jan 6, 2018

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.

Dec 07 2017

Portfolios - December 2017

  • Dec 7, 2017

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.

Nov 07 2017

Portfolios - November 2017

  • Nov 7, 2017

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

Oct 06 2017

Portfolios - October 2017

  • Oct 6, 2017

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

Sep 08 2017

Portfolios - September 2017

  • Sep 8, 2017

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

Aug 05 2017

Portfolios - August 2017

  • Aug 5, 2017

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

Jul 07 2017

Portfolios - July 2017

  • Jul 7, 2017

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