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Dec 11 2024
Portfolios

Leuthold Portfolios Update - November 2024

  • Dec 11, 2024

Select Industries surged 7.3% in November, driven by post-election gains in Financials and small caps. Key moves included new investments in Precious Metals and the launch of a thematic group, DOGI, targeting stocks impacted by regulatory shifts. Portfolio changes remain rooted in data-driven GS Scores, ensuring disciplined, unbiased decision-making.

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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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