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Apr 08 2014

Long Only Portfolios Beating Benchmarks

  • Apr 8, 2014

Select Industries had no group deactivations again this month, but we trimmed a few groups and added Commodity Chemicals. All group holdings currently rate Attractive. Global Industries had no changes. Emerging Electric Utilities, which we added last month, was the second best performing group in March.

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About The Author

Matt Paschke / Senior Research Analyst