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Portfolios Applying Our Research In The Markets

Sep 08 2022

Tactical Asset Allocation Portfolios - September 2022

  • Sep 8, 2022

Both the Leuthold Core and Leuthold Global portfolios did a good job mitigating losses during the August selloff thanks to low equity exposure and relative outperformance from the stock holdings.

Sep 08 2022

Fully-Invested Portfolios - September 2022

  • Sep 8, 2022

AdvantHedge was up 3.5% in August, trailing the inverse S&P 500 (+4.1%), but ahead of the inverse Russell 2000 (+2.1%). It was a tale of two halves for this equity hedge last month.

Aug 04 2022

Tactical Asset Allocation Portfolios - August 2022

  • Aug 4, 2022

Both the Leuthold Core and Leuthold Global portfolios participated in July’s equity rally, but lagged their all-equity benchmarks.

Aug 04 2022

Fully-Invested Portfolios - August 2022

  • Aug 4, 2022

AdvantHedge was down 10.1% in July, trailing the inverse S&P 500 (-9.2%), but ahead of the inverse Russell 2000 (-10.4%).

Jul 07 2022

Tactical Asset Allocation Portfolios - July 2022

  • Jul 7, 2022

Both the Leuthold Core and Leuthold Global portfolios saw negative performance in June, as the underlying equity portfolios underperformed their benchmarks. Fixed income and gold also sold off.

Jul 07 2022

Fully-Invested Portfolios - July 2022

  • Jul 7, 2022

AdvantHedge was up 7.5% in June, trailing the inverse S&P 500 (+8.3%), and the inverse Russell 2000 (+8.2%).

Jun 06 2022

Tactical Asset Allocation Portfolios - June 2022

  • Jun 6, 2022

In May the Leuthold Core and Global portfolios both outperformed their benchmarks (which were flat), due to strong performance from their underlying equity strategies.

Jun 06 2022

Fully-Invested Portfolios

  • Jun 6, 2022

AdvantHedge was up 3.1% in May, ahead of the inverse S&P 500 (-0.2%), and the inverse Russell 2000 (-0.2%). Although the overall market ended the month flat, this equity hedge still succeeded in identifying pockets of weakness.

May 05 2022

Tactical Asset Allocation Portfolios - May 2022

  • May 5, 2022

The Leuthold Core and Global portfolios were down in April, but held up well relative to the selloff in the broad equity market.

May 05 2022

Fully-Invested Portfolios - May 2022

  • May 5, 2022

AdvantHedge was up 10.6% in April, ahead of the inverse S&P 500 (+8.7%), and the inverse Russell 2000 (+9.9%). After a brief bounce during the second half of March, the selloff in growth stocks—both profitable and unprofitable—accelerated during April.

Apr 06 2022

Tactical Asset Allocation Portfolios - April 2022

  • Apr 6, 2022

The Leuthold Core and Global portfolios treaded water in March; their equity positions lagged the market move higher, and fixed income continued to trade lower.

Apr 06 2022

Fully-Invested Portfolios - April 2022

  • Apr 6, 2022

AdvantHedge was down 3.5% in March, slightly leading the inverse S&P 500 (-3.7%), but trailing the inverse Russell 2000 (-1.2%). It was a tale of two halves as the selloff continued through the first half of the month, while the second half saw a rebound led by speculative growth and reopening stocks.

Mar 05 2022

Tactical Asset Allocation Portfolios - March 2022

  • Mar 5, 2022

The Leuthold Core and Global portfolios were both slightly down during February, with successful equity positioning and exposure to gold buffering them from the selloff in the broad equity market. 

Mar 05 2022

Fully-Invested Portfolios - March 2022

  • Mar 5, 2022

AdvantHedge was up 0.3% in February, trailing the inverse S&P 500 (+3.0%), but ahead of the inverse Russell 2000 (-1.1%). Speculative growth underperformance contributed positive returns, primarily through exposure to the Application Software industry.

Feb 04 2022

Tactical Asset Allocation Portfolios - February 2022

  • Feb 4, 2022

The Leuthold Core and Global portfolios both held up well compared to the broad equity market as speculative growth stocks continued to lead the market lower.

Feb 04 2022

Fully-Invested Portfolios - February 2022

  • Feb 4, 2022

AdvantHedge was up 8.4% in January, ahead of the inverse S&P 500 (+5.2%), but it trailed the inverse Russell 2000 (+9.6%).

Jan 06 2022

Tactical Asset Allocation Portfolios - January 2022

  • Jan 6, 2022

The Leuthold Core and Global portfolios both performed well in December as markets surged into year-end. Global performed particularly well on a relative basis as the equities had an outstanding month.

Jan 06 2022

Fully-Invested Portfolios - January 2022

  • Jan 6, 2022

AdvantHedge was down 2.3% in December, ahead of the inverse S&P 500 (-4.5%) and in-line with the inverse Russell 2000 (-2.2%).

Dec 06 2021

Tactical Asset Allocation Portfolios - December 2021

  • Dec 6, 2021

The Leuthold Core and Global portfolios had slightly negative results in November, holding up well considering the damage done to mid-cap, small-cap, and equal-weight indexes.

Dec 06 2021

Fully-Invested Portfolios - December 2021

  • Dec 6, 2021

AdvantHedge was up 6.9% in November, ahead of the inverse S&P 500 (+0.7%) and the inverse Russell 2000 (+4.2%). Expensive, unprofitable stocks sold off aggressively this month, reversing the appetite for speculative stocks that had endured throughout most of 2020, but has stalled out in 2021.