Portfolios Applying Our Research In The Markets
Domestic & Global Long-Only Portfolios
Select Industries gross composite gained 3.8% in November and is now up 16.7% YTD.
100% Short Portfolios
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%).
Core & Global Asset Allocation Portfolios
Major Trend Index turned negative and as of early October, we are now targeting 40% net equity exposure.
Domestic & Global Long-Only Portfolios
Select Industries slightly increased Department Stores & Health Care Facilities; Global Industries purchased Real Estate Management & Development and Road & Rail.
100% Short Portfolios
Consumer Discretionary is heaviest weight in domestic and Global AdvantHedge.
Core & Global Asset Allocation Portfolios Competitive With Benchmarks Despite Maintaining Reduced Equity Exposure
Net equity target is 55%; waiting for clearer signal from our Major Trend Index (currently rated Neutral).
Domestic & Global Long-Only Portfolios’ Outperformance Persists
Select Industries bought Department Stores & Health Care Facilities; Global Industries Purchased Gas Utilities & Integrated Oil & Gas.
100% Short Portfolios: Both Domestic And Global AdvantHedge Outpaced Benchmarks For Month & YTD
Info Tech is largest sector weight in domestic AdvantHedge; Consumer Discretionary is heaviest weight in Global AdvantHedge.
Core & Global Asset Allocation Portfolios’ Net Equity Exposure Unchanged At 65-66%
Both Portfolios lagged all-equity benchmarks in June; but still ahead YTD.
Domestic & Global Long-Only Portfolios Outperformed By 390 And 430 Bps, Respectively In First Half
Select Industries new purchases: Integrated Oil, Semiconductors, Water Utilities; Global Industries added to Energy, Technology, and Financials.
100% Short Portfolios: Both Domestic And Global AdvantHedge Trailed In June And Lag YTD
Info Tech is largest sector weight in domestic AdvantHedge; Consumer Discretionary is heaviest sector weight in Global AdvantHedge.
Core & Global Asset Allocation Portfolios’ Net Equity Exposure Unchanged At 65%
Both Portfolios matched their all-equity benchmarks in May, and are outperforming YTD.
Domestic & Global Long-Only Portfolios Beat Benchmarks In May; Both Outperforming YTD
Select Industries sold Systems Software; Global Industries bought first Energy group in almost 12 months (Oil & Gas Exploration).
100% Short Portfolios: Domestic Version, AdvantHedge, Beat Benchmark In May
YTD Performance: AdvantHedge -4.4%; Global AdvantHedge -3.9%
Core & Global Portfolios Net Equity Exposure Unchanged At 64-65%
Both Portfolios ahead of their all-equity benchmarks YTD.
Long-Only Portfolios Lag In April, But Ahead YTD
Select Industries bought Oil & Gas Refiners; Global Industries bought Emerging Diversified Banks.
100% Short Portfolios Beat Benchmarks
Global AdvantHedge up 1.67% in April; AdvantHedge -0.01%
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