Portfolios Applying Our Research In The Markets

Our AdvantHedge gross composite gained an impressive 9.6% in September, significantly outperforming the inverse performance of the S&P 500 (-2.5%), Russell 2000 (-4.9%), and NASDAQ (-3.2%).

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The MTI ratio started the month with a neutral reading and subsequently plummeted into negative territory, where it remains today. We are maintaining a defensive position and cut equity exposure to 35%, down from 38% in early-August, and 48% in late July.

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Select Industries gross composite lost 5.6% in August, outperforming the S&P 500 (-6.0%). Global Industries (based on Global Industries, L.P. gross return) lost 5.2% in August, beating the MSCI ACWI (-6.8%).

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The Core Portfolio’s gross composite lost 0.6% in September, significantly outperforming the S&P 500’s loss of 2.5%.

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MTI Remains Neutral; Target Net Equity Exposure Cut To 48% In Late July

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Select Industries gross composite gained 1.3% in July, lagging the S&P 500 (+2.1%).

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Our AdvantHedge gross composite gained an impressive 4.6% in July, outpacing the inverse performance of the S&P 500 (+2.1%), Russell 2000 (-1.2%), and NASDAQ (+2.9%).

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MTI Declined To Neutral; Net Equity Exposure Cut To 55% In Early July

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Major Trend Index strengthened in April; net equity exposure increased to 61%

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Select Industries purchased Drug Retail, Reinsurance; Global Industries added to Homebuilding, Electronic Equipment

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AdvantHedge trails S&P 500 inverse YTD; largest sector weights are Info Tech, Industrials, Energy

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Major Trend Index Neutral: Equity Exposure Remains 52-53%

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Both portfolios outperformed their respective benchmarks for the month and YTD.

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Info Tech and Consumer Discretionary are largest sector weights in domestic portfolio.

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We increased equity exposure back above 50% in mid-November as a result of the MTI returning to Neutral.

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Select Industries gross composite gained 3.8% in November and is now up 16.7% YTD.

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Our AdvantHedge gross composite lost 0.8% in November, outpacing the inverse performance of the S&P 500 (+2.7%) and the NASDAQ (+3.7%), but not the volatile Russell 2000 (+0.1%).

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