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Portfolios Applying Our Research In The Markets

May 06 2021

Tactical Asset Allocation Portfolios - May 2021

  • May 6, 2021

The Leuthold Core and Global Portfolios continued to perform well; the underlying equity strategies maintained solid gains. With a pause in rates, fixed income and alternatives were also positive contributors.

May 06 2021

Fully-Invested Portfolios - May 2021

  • May 6, 2021

AdvantHedge was down 5.2% in April, in line with the inverse S&P 500 (-5.3%) but trailing the inverse Russell 2000 (-2.1%).

Apr 07 2021

Tactical Asset Allocation Portfolios - April 2021

  • Apr 7, 2021

The Leuthold Core and Global Portfolios both benefited from strong performance of their underlying equity holdings during March and kept pace with all-equity benchmarks despite holding substantially less stock exposure. 

Apr 07 2021

Fully-Invested Portfolios - April 2021

  • Apr 7, 2021

AdvantHedge was down 2.4% in March, ahead of the inverse S&P 500 (-4.4%) but trailing the inverse Russell 2000 (-1.0%).

Mar 04 2021

Tactical Asset Allocation Portfolios - March 2021

  • Mar 4, 2021

The Leuthold Core and Global Portfolios both performed well during the “risk-on” market in February.

Mar 04 2021

Fully-Invested Portfolios - March 2021

  • Mar 4, 2021

AdvantHedge was down 6.1% in February, trailing the inverse S&P 500 (-2.8%) but performing in-line with the inverse Russell 2000 (-6.2%).

Feb 04 2021

Tactical Asset Allocation Portfolios - February 2021

  • Feb 4, 2021

The Leuthold Core and Global Portfolios were both about flat in January, holding up better than the broad equity markets.

Feb 04 2021

Fully-Invested Portfolios - February 2021

  • Feb 4, 2021

The Reddit short-squeeze saga had very little impact on this short strategy. We tend to avoid securities with extremely high short interest, we don’t pay more than the standard rate to borrow shares, and we diversify across a large basket of holdings; all of which reduce the risk of a single-name short squeeze manipulating portfolio results.

Jan 07 2021

Tactical Asset Allocation Portfolios - Jnauary 2021

  • Jan 7, 2021

The Leuthold Core and Global Portfolios both performed well during the market rally that continued in December. Equities, Fixed Income, and Alternatives were all positive contributors to performance.

Jan 07 2021

Fully-Invested Portfolios - January 2021

  • Jan 7, 2021

AdvantHedge was down 6.9% in December. It trailed the inverse S&P 500 (-3.8%), but outperformed the inverse Russell 2000 (-8.7%).

Dec 04 2020

Tactical Asset Allocation Portfolios - December 2020

  • Dec 4, 2020

The Leuthold Core and Global Portfolios were both sharply higher in November; both had strong underlying equity gains and positive fixed income returns. 

Dec 04 2020

Fully-Invested Portfolios - December 2020

  • Dec 4, 2020

AdvantHedge was down 17.2% in November. It trailed the inverse S&P 500 (-11.0%), but outperformed the inverse Russell 2000 (-18.4%).

Nov 05 2020

Tactical Asset Allocation Portfolios - November 2020

  • Nov 5, 2020

The Leuthold Core and Global Portfolios both had negative returns in October, with Core fared better due to more favorable performance from its underlying equities. 

Nov 05 2020

Fully-Invested Portfolios - November 2020

  • Nov 5, 2020

AdvantHedge was down 0.3% in October. It trailed the inverse S&P 500 (+2.7%), but outperformed the inverse Russell 2000 (-2.1%).

Oct 07 2020

Tactical Asset Allocation Portfolios - October 2020

  • Oct 7, 2020

The Leuthold Core and Global Portfolios both had losses in September but held up well relative to the broad market, thanks to outperformance of the underlying equity strategies. 

Oct 07 2020

Fully-Invested Portfolios - October 2020

  • Oct 7, 2020

AdvantHedge was up 2.3% in September. It trailed the inverse S&P 500 (+3.8%) and the inverse Russell 2000 (+3.3%).

Sep 04 2020

Tactical Asset Allocation Portfolios - September 2020

  • Sep 4, 2020

The Leuthold Core and Global Portfolios turned in positive performance in August, but failed to keep pace with large cap stocks.

Sep 04 2020

Fully-Invested Portfolios - September 2020

  • Sep 4, 2020

AdvantHedge was down 8.3% in August, trailing the inverse S&P 500 (-7.2%) and the inverse Russell 2000 (-5.6%).

Aug 06 2020

Tactical Asset Allocation Portfolios - August 2020

  • Aug 6, 2020

In July, the Leuthold Core and Global Portfolios both turned in strong performance.

Aug 06 2020

Fully-Invested Portfolios - August 2020

  • Aug 6, 2020

Select Industries, Global Industries, and AdvantHedge performance