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Jan 08 2025
Equity Strategies

Leuthold Portfolios Update - December 2024

  • Jan 8, 2025

After several reductions to the IT sector, Communications Equipment was purchased as a new group holding in the Select Industries equity portfolio.

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About The Author

Greg Swenson / Director of Equities

Greg Swenson Director of Equities

Greg is the Director of Equities at The Leuthold Group LLC. In addition to leading the team in evaluating investment opportunities, overseeing and managing risk, he is a Co-Portfolio Manager for Leuthold investment portfolios and an important contributor to the firm's research content.

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