June’s turbulent market highlighted the value of diversification. Core finished essentially flat while outperforming the S&P 500, Select Industries extended its strong year-to-date gains, and Grizzly provided meaningful protection during the early-month selloff. Across the strategies, shifting market breadth and reduced concentration in AI-related holdings remain key themes.
Jul
14
2026
Leuthold Portfolios - June 2026
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