Select Industries had no group deactivations again this month, but we trimmed a few groups and added Commodity Chemicals. All group holdings currently rate Attractive. Global Industries had no changes. Emerging Electric Utilities, which we added last month, was the second best performing group in March.
Apr
08
2014
Long Only Portfolios Beating Benchmarks
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Select Industries Global Industries Drug Retail Technology Distributors Regional Banks Emerging Electric Utilities Multi-Line Insurance Semiconductors AirlinesLogin
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