Green Book February 1997
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Featured Articles
A Sector Dissection Of The S&P 500
This is Jim Floyd's sector breakdown of eleven broad sectors within the S&P 500.
Comparing Public And Professional Stock Market Expectations
85% of mutal fund holders expect the next ten years of stock market performance to match or exceed the last ten years.
Equity Fund Flows...Short Term
Longer term studies of mutual fund inflows, cash reserves, etc., can be found in the "Supply/Demand" section of this publication.
Inside The Bond Market
Further bond market weakness will be used as opportunity to boost T-bonds (Conventional Portfolio) and T-bond zeros (Unconventional Portfolio).
Scanning The Markets
The tables on the next two pages are performance rundowns for The Leuthold Group's equity market sectors (and other measures) ranked by January's performance.
The New Performance Funds
Over the last three years, capitalization weighted index funds (mostly S&P modeled) have been outperforming about 90% of the actively managed equity mutual funds.
Twas An S&P 500 Month
The passive indexers continue to hold the hot hand.
View From The North Country
Each February, this publication, sometimes with help from our readers, constructs a series of “Fearless Forecasts”.
Table of Contents
A Sector Dissection Of The S&P 500
This is Jim Floyd's sector breakdown of eleven broad sectors within the S&P 500.
Comparing Public And Professional Stock Market Expectations
85% of mutal fund holders expect the next ten years of stock market performance to match or exceed the last ten years.
Equity Fund Flows...Short Term
Longer term studies of mutual fund inflows, cash reserves, etc., can be found in the "Supply/Demand" section of this publication.
Inside The Bond Market
Further bond market weakness will be used as opportunity to boost T-bonds (Conventional Portfolio) and T-bond zeros (Unconventional Portfolio).
Scanning The Markets
The tables on the next two pages are performance rundowns for The Leuthold Group's equity market sectors (and other measures) ranked by January's performance.
The New Performance Funds
Over the last three years, capitalization weighted index funds (mostly S&P modeled) have been outperforming about 90% of the actively managed equity mutual funds.
Twas An S&P 500 Month
The passive indexers continue to hold the hot hand.
View From The North Country
Each February, this publication, sometimes with help from our readers, constructs a series of “Fearless Forecasts”.