Skip to content
Jan 10 2025
Portfolios

Leuthold Portfolios Update - December 2024

  • Jan 10, 2025

Select Industries was down 7% in December as the breakdown in internal breadth provided a significant headwind for our all-cap investment universe.  While the final result was a sizeable lag versus large cap indexes, the strategy was in-line with mid and small cap indexes.

Login

For full access, please enter your credentials.

About The Author

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

Greg Swenson Sr. Research Analyst & Co-Portfolio Manager

Greg is a Senior Analyst and Co-Portfolio Manager for the Leuthold Core Investment Fund, Leuthold Global Fund, Grizzly Short Fund, Leuthold Global Industries Fund, and Leuthold Select Industries Fund.

Perception for the Professional
December 2025 Issue

Green Book Publication Cover

Featured Articles

Sector Navigator
December 2025 Issue

Blue Book Publication Cover

Recent Tags
[ALL]

Recession (71) Capex (20) 4% Club (8) Stablecoins (1) Dollar (57) Tobacco (9) Recession Dashboard (4) Fed Policy (174) Growth (121) Credit (12) Selloff (1) Value (132) Germany (4) Dreams and Nightmares (5) Yield Curve (86) Election (11) China (45) Gold (84) Easing (1) Market Rotation (2)