Research.LeutholdGroup

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

• Read more

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

• Read more

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.

• Read more

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

• Read more

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

• Read more

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.

• Read more

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

• Read more

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. 

• Read more

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

• Read more

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

• Read more

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

• Read more

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

• Read more

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

• Read more

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.

• Read more

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

• Read more

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

• Read more

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

• Read more

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

• Read more

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.

• Read more

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.

• Read more

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

• Read more

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

• Read more

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

• Read more

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

• Read more

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

• Read more

The MTI remains safely in the positive zone.

• Read more

The MTI remains safely in the positive zone.

• Read more

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%.

• Read more

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. 

• Read more

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%.

• Read more

Allocation and performance details of our portfolios for January 2017.

• Read more

Allocation and performance details of our portfolios for December 2016.

• Read more

The MTI remained unchanged from the end of September and is still safely in the positive range.

• Read more

• Read more

Our AdvantHedge gross composite rose 4.7% in October, outperforming the inverse S&P 500 (+1.8%) and performing inline with the inverse Russell 2000 (+4.8%).

• Read more

Major Trend Index Positive: Equity Exposure At 63%

• Read more

Select Industries gross composite lost 0.8% in September, underperforming the S&P 500 gain of 0.02%.

• Read more

Our AdvantHedge gross composite fell 1.8% in September, underperforming the inverse S&P 500 (+0.02%) and the inverse Russell 2000 (+1.1%).

• Read more

Major Trend Index Positive: Equity Exposure At 63%

• Read more

Select Industries gross composite gained 0.4% in August, besting the S&P 500 gain of +0.1%. Global Industries (based on Global Industries, L.P. gross return) outperformed the MSCI ACWI in August, gaining 0.8% and is down 0.6% YTD.

• Read more