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Portfolios Applying Our Research In The Markets

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.

Nov 04 2021

Tactical Asset Allocation Portfolios - November 2021

  • Nov 4, 2021

The Leuthold Core and Global portfolios were higher in October, but trailed their all-equity benchmarks as mega-cap growth leadership hurt relative performance in the equity sleeves.  

Nov 04 2021

Fully-Invested Portfolios

  • Nov 4, 2021

AdvantHedge was down 5.9% in October, ahead of the inverse S&P 500 (-7.0%), but trailing the inverse Russell 2000 (-4.3%).

Oct 06 2021

Tactical Asset Allocation Portfolios - October 2021

  • Oct 6, 2021

The Leuthold Core and Global portfolios both held up better during the September selloff than their all-equity benchmarks.

Oct 06 2021

Fully-Invested Portfolios - October 2021

  • Oct 6, 2021

Short positions did well as expensive stocks underperformed amid rising rates and market volatility.

Sep 07 2021

Tactical Asset Allocation Portfolios - September 2021

  • Sep 7, 2021

The Leuthold Core and Global portfolios both posted positive performance in August. Strong results from AdvantHedge (equity hedge) was a boost to return.

Sep 07 2021

Fully-Invested Portfolios - September 2021

  • Sep 7, 2021

AdvantHedge was down 1.3% in August, ahead of the inverse S&P 500 (-3.0%), and the inverse Russell 2000 (-2.2%). Sector performance lacked any clear style drivers as Financials, Communication Services, and Utilities were the top-three S&P 500 sectors.

Aug 05 2021

Tactical Asset Allocation Portfolios - August 2021

  • Aug 5, 2021

The Leuthold Core and Global portfolios both held up well during July in a strong, but primarily U.S. large-cap led market.

Aug 05 2021

Fully-Invested Portfolios - August 2021

  • Aug 5, 2021

AdvantHedge was down 0.8% in July, ahead of the inverse S&P 500 (-2.4%), but trailing the inverse Russell 2000 (+3.6%).