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Mar 07 2014

Long Only Portfolios Beating Benchmarks

  • Mar 7, 2014

Select Industries had no group deactivations this month, and we made no significant changes to our group weights. All group holdings currently rate Attractive. Global Industries eliminated our longest tenured group, Regional Banks, which we held for two years. We added Emerging Electric Utilities, which is our first EM oriented group since June 2013.

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About The Author

Matt Paschke / Senior Research Analyst