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Jul 12 2023

Leuthold Portfolios Update - June 2023

  • Jul 12, 2023

The Major Trend Index currently sits at Neutral, with negative readings from the Valuation, Cyclical, and Sentiment categories offset by the Technical category that, while positive, isn’t as strong as we would expect given the rally since last October. Our tactical accounts are positioned accordingly with net equity exposure at 53%, near the middle of our typical 30-70% range. 

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About The Author

Greg Swenson / Sr. Research Analyst & Co-Portfolio Manager