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Nov 11 2024

Leuthold Portfolios Update - October 2024

  • Nov 11, 2024

October brought mixed results across strategies. Core fell 1.6% as equities and fixed income declined, while Select Industries dropped 1.9%, hurt by earnings misses in sectors like Health Care and Semiconductors. AdvantHedge gained 1.2%, capitalizing on companies with negative earnings surprises.

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About The Author

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