Select Industries surged 7.3% in November, driven by post-election gains in Financials and small caps. Key moves included new investments in Precious Metals and the launch of a thematic group, DOGI, targeting stocks impacted by regulatory shifts. Portfolio changes remain rooted in data-driven GS Scores, ensuring disciplined, unbiased decision-making.
Dec
11
2024
Leuthold Portfolios Update - November 2024
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