Portfolios

Portfolios

  • Portfolios

    Domestic & Global Long-Only Portfolios

    March 07, 2016 BY Michelle Garofalo

    Select Industries gross composite gained 1.5% in February and is down 6.7% YTD. Global Industries lost 0.6% in February and is down 8.5% YTD.

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  • Portfolios

    100% Short Portfolio: AdvantHedge

    March 07, 2016 BY Michelle Garofalo

    Our AdvantHedge gross composite fell 0.3% in February, lagging the inverse performance of the S&P 500 (-0.1%), NASDAQ (-1.0%), and Russell 2000 (0.0%). So far in 2016, AdvantHedge is up 9.6% compared to the S&P 500 loss of 5.1%.

    The three largest sector positions are Information Technology, Consumer Discretionary, and Energy. The Energy allocation remains well above market weight and significantly higher than its 10% portfolio weight of one year ago.

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  • Portfolios

    Core & Global Asset Allocation Portfolios

    February 04, 2016 BY Michelle Garofalo

    Major Trend Index Negative: Net Equity Exposure Remains 38% - 39%

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  • Portfolios

    Domestic & Global Long-Only Portfolios

    February 04, 2016 BY Michelle Garofalo

    Select Industries gross composite lost 8.1% in January after finishing 2015 up 0.4%. The S&P 500 fell 5.0% in January and closed 2015 up 1.4%. Small Cap underperformance and rising correlations made January a tough month for our group work.  

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  • Portfolios

    100% Short Portfolio: AdvantHedge

    February 04, 2016 BY Michelle Garofalo

    Our AdvantHedge gross composite gained 9.9% in January, outpacing the inverse performance of the S&P 500 (-5.0%), NASDAQ (-7.8%), and Russell 2000 (-8.8%). AdvantHedge finished 2015 with a gain of 5.5% compared to the S&P 500 gain of 1.4%.

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  • Portfolios

    Core & Global Asset Allocation Portfolios

    January 08, 2016 BY Michelle Garofalo

    MTI Fell To Negative; Equity Exposure At 38%

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  • Portfolios

    Domestic & Global Long-Only Portfolios

    January 08, 2016 BY Michelle Garofalo

    The Portfolio lost 2.3% in December and finished 2015 up 0.4%. The S&P 500 lost 1.6% in December and closed the year up 1.4%. In 2015, our Attractive-rated group composite average was down 0.2%, ahead of the group universe composite average which ended the year down 5.5%. Small Caps and international securities (ADRs) are the main drivers behind the group universe underperformance.

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  • Portfolios

    100% Short Portfolio: AdvantHedge

    January 08, 2016 BY Michelle Garofalo

    Our AdvantHedge gross composite gained 3.5% in December, outpacing the inverse performance of the S&P 500 (-1.6%) and NASDAQ (-1.9%), but lagging the inverse of the Russell 2000 (-5.0%). 2015 was a great year for AdvantHedge, finishing with a gain of 5.5% compared to the S&P 500 gain of 1.4%.

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  • Portfolios

    Core & Global Asset Allocation Portfolios

    December 08, 2015 BY Michelle Garofalo

    MTI Remains In Neutral Territory; Equity Exposure At 42%

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  • Portfolios

    Domestic & Global Long-Only Portfolios

    December 08, 2015 BY Michelle Garofalo

    Select Industries gross composite was nearly flat in November and is up 2.8% YTD.

    Global Industries (based on Global Industries, L.P. gross return) gained 0.9% in November, besting the MSCI ACWI (-0.8%).

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