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Sep 12 2025
Portfolios

Leuthold Portfolios - August 2025

  • Sep 12, 2025

Core gained 3.2% with year-to-date returns now at 10.5%, as equities and bonds both advanced. Select Industries rose 4.9%, led by standout strength in Precious Metals (up 90% YTD) and renewed momentum in Auto Parts & Equipment. Grizzly slipped 1.8%, but continued to benefit from short exposure in richly valued industries.

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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.

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