Equity Strategies Group-Level Analysis Of The Equity Markets

The Computer & Office Hardware group had been rated Neutral as recently as December, but quickly moved up the GS Score rankings and received the second highest score in the latest calculations.

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The Integrated Oil & Gas group was bought in the Select Industries Portfolio in late February. The group has been rated Attractive a majority of the time since November 2010.

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An addition of a second Industrial group to the portfolio, this group appealed for a number of reasons including a strong GS Score and continued demand stemming from its geographic diversification and broad customer base.

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An addition of an Industrial group to the strategy, Railroads appealed for a number of reasons including a strong GS Score and  improving margins across the industry.

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Oil & Gas Refining & Marketing group attained one of the top GS Scores this month and has been rated Attractive for over a year now.

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Among a number of Consumer Discretionary groups delivering Attractive ratings this month, we found General Merchandise Stores to be the most appealing candidate.

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Health Care Technology has rated either Attractive or High Neutral for the past nine months, and it currently receives an Excellent rating in the Growth category.

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In late October, Select Industries Equity Portfolio established three new holdings in Drug Retail, Hypermarkets & Super Centers, and Data Processing & Outsourced Services. Even with the MTI in Positive territory, we are maintaining some defensive exposure, as global economic worries persist.

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Select Industries Equity Portfolio established new holding in Biotech, which boosted Health Care exposure in that portfolio to over 45% of assets.

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Select Industries equity portfolio established a new group holding in Fertilizer & Agricultural Chemicals.

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A small position in Steel was established in late June to increase our exposure to the top ranked Materials sector.

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Within the Select Industries portfolio, a new holding was established in the Pharmaceuticals group, boosting Health Care exposure in this equity portfolio to an overweight 34% (versus S&P 500 weight of 12%).

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Select Industries portfolio has added new equity group holdings in Department Stores, boosting sector exposure in Consumer Discretionary.

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Select Industries portfolio has added new equity group holdings in Aluminum, initiating sector exposure in Materials.

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Established new Select Industries Portfolio group holding in Technology Distributors, boosting Info Tech sector exposure to 38% of total equity assets.

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Modest revisions were made to the industry groups that are evaluated by our GS Score framework. Driving objective was to make all groups more viable for investment consideration.

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Select Industries Portfolio is getting exposure to the Energy sector, with the addition of the Oil & Gas Drillers group.

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A new Select Industries Portfolio holding in Railroad group was established.

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Adding new Select Industries equity portfolio holding in thematic group called Hispanic Boom, a play on expanding Hispanic population and their increased buying power. This growing demographic will maintain its brand loyalty, and our Hispanic Boom theme has identified several beneficiaries.

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Select Industries Equity portfolio is taking a nearly 10% position in Tech...Big Ten (the ten biggest tech stocks). This is the only group from the Tech sector now rated Attractive according to the GS Scores.

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