Portfolios Applying Our Research In The Markets
Short Portfolios: Both Portfolios Lag Benchmarks
Both of our short strategies have failed to keep pace with the inverse of their respective benchmarks so far this year.
Core & Global Portfolios Equity Exposure Increased Slightly In February
The Major Trend Index remains positive, and net exposure is 65% in the Core and 64% in Global.
Long Only Portfolios Beating Benchmarks
Select Industries had no group deactivations this month, and we made no significant changes to our group weights. All group holdings currently rate Attractive. Global Industries eliminated our longest tenured group, Regional Banks, which we held for two years. We added Emerging Electric Utilities, which is our first EM oriented group since June 2013.
Short Portfolios: Both Portfolios Up For The Month But Lag Benchmarks
Both of our short strategies failed to keep pace with the inverse of their respective benchmarks this month.
Short Portfolios: Both Portfolios Up For The Month But Lag Benchmarks
Considering the market’s weakness in January, we are a little disappointed with the performance of our short portfolios.
Long Only Portfolios Down For The Month But Beat Benchmarks
Select Industries had no group deactivations, trimmed Consumer Finance and purchased Systems Software, further boosting our Tech holdings. Global Industries had no group deactivations, trimmed our Reinsurance and boosted exposure to Health Care, Industrials, and Info Tech groups.
Core & Global Portfolios Equity Exposure Maintained In January
The Major Trend Index remains positive and net exposure is 63% in the Core and 62% in Global.
Core & Global Portfolios Equity Exposure Maintained In December
The Major Trend Index remains positive and net exposure in both portfolios is 64%. For all of 2013, our average net equity exposure was 60% in each portfolio.
Long Only Portfolios Finish 2013 Strong
Select Industries deactivated Specialized Finance. Global Industries deactivated Food & Staples Retail and Road & Rail and purchased Managed Health Care.
Short Portfolios: Both Portfolios Outperform Benchmarks
Considering the market’s strength, we are pleased with the performance of our short portfolios.
Core & Global Portfolios Equity Exposure Raised Slightly As Hedge Reduced
The Major Trend Index remains positive and, as expected, our temporary ETF hedge was lifted. Our net exposure in both portfolios is now 64%-65%.
Long Only Portfolios See Low Turnover
Select Industries added exposure to Health Care Distributors and Multi-Line Insurance. Global Industries deactivated Media and purchased Health Care Services.
Short Portfolios: Both Portfolios Outperform Benchmarks
Considering the market’s strength, we are pleased with the performance of our short portfolios.
Core & Global Portfolios Equity Exposure Trimmed Slightly To 60%
The Major Trend Index remains positive, but we reduced our target exposure from 62% to 60% using a short ETF as we believe this position will be temporary in nature.
Long Only Portfolios See Low Turnover
The Select Industries sold Railroads and bought Tech Distributors. For the second month in a row Global Industries saw little turnover and no equity group deactivations.
Short Portfolios: AdvantHedge Sees Strong Performance
Considering the market’s strength, we are pleased with the performance of our short portfolios.
The Asset Mix - October 2013
Core, Global, and Asset Allocation Portfolio overviews.
The Asset Mix - September 2013
Core, Global, and Asset Allocation Portfolio overviews.
The Asset Mix - August 2013
Core, Global, and Asset Allocation Portfolio overviews.
The Asset Mix - July 2013
Core, Global, and Asset Allocation Portfolio overviews.
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