Portfolios Applying Our Research In The Markets

Allocation and performance details of our portfolios for January 2017.

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Allocation and performance details of our portfolios for December 2016.

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The MTI remained unchanged from the end of September and is still safely in the positive range.

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Our AdvantHedge gross composite rose 4.7% in October, outperforming the inverse S&P 500 (+1.8%) and performing inline with the inverse Russell 2000 (+4.8%).

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Major Trend Index Positive: Equity Exposure At 63%

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Select Industries gross composite lost 0.8% in September, underperforming the S&P 500 gain of 0.02%.

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Our AdvantHedge gross composite fell 1.8% in September, underperforming the inverse S&P 500 (+0.02%) and the inverse Russell 2000 (+1.1%).

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Major Trend Index Positive: Equity Exposure At 63%

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Select Industries gross composite gained 0.4% in August, besting the S&P 500 gain of +0.1%. Global Industries (based on Global Industries, L.P. gross return) outperformed the MSCI ACWI in August, gaining 0.8% and is down 0.6% YTD.

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Our AdvantHedge gross composite fell 0.1% in August, performing in-line with the inverse S&P 500 (+0.1%), but it outperformed the inverse Russell 2000 (+1.8%) and NASDAQ (+1.2%).

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Following a short stay in the neutral zone, the MTI ratio popped back up to positive territory in early July.

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Select Industries gross composite gained 4.5% in July, outpacing the S&P 500 gain of +3.7%.

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Our AdvantHedge gross composite fell 7.0% in July, lagging the inverse performance of the S&P 500 (+3.7%), Russell 2000 (+6.0%), and NASDAQ (+6.7%).

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Major Trend Index Neutral: Net Equity Exposure Reduced to 57%

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Select Industries gross composite fell 3.2% in June, lagging the S&P 500 by 3.5%. YTD, the portfolio is down 3.0%. Global Industries (based on Global Industries, L.P. gross return) lost 4.0% in June and is down 6.4% YTD.

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Our AdvantHedge gross composite fell 1.4% in June, lagging the inverse performance of the S&P 500 (+0.3%), Russell 2000 (-0.1%), and NASDAQ (-2.1%). So far in 2016, AdvantHedge is down 6.6% compared to the S&P 500 gain of 3.8%.

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Major Trend Index Positive: Net Equity Exposure Increased to 60% Early June

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Select Industries gross composite gained 2.4% in May, besting the S&P 500 by 0.6%.

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Our AdvantHedge gross composite fell 2.6% in May, lagging the inverse performance of the S&P 500 (+1.8%) and Russell 2000 (+2.3%), but outperforming the NASDAQ inverse (+3.8%).

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