Portfolios

Portfolios

  • 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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  • Portfolios

    100% Short Portfolio: AdvantHedge

    December 08, 2015 BY Michelle Garofalo

    Our AdvantHedge gross composite lost 1.6% in November, lagging the inverse performance of the S&P 500 (+0.3%) and NASDAQ (+1.3%), but outpaced the inverse of the Russell 2000 (+3.3%).

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  • Portfolios

    Core & Global Asset Allocation Portfolios

    November 06, 2015 BY Michelle Garofalo

    Equity Exposure Increased To 42% In Early November.

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  • Portfolios

    Domestic & Global Long-Only Portfolios

    November 06, 2015 BY Michelle Garofalo

    Select Industries gross composite gained 5.1% in October and is up 2.8% YTD. Global Industries (based on Global Industries, L.P. gross return) gained 5.4% in October, lagging the MSCI ACWI (7.9%).

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  • Portfolios

    100% Short Portfolio: AdvantHedge

    November 06, 2015 BY Michelle Garofalo

    Our AdvantHedge gross composite lost 9.3% in October, lagging the inverse performance of the S&P 500 (+8.4%) and Russell 2000 (+5.6%), but about on par with the inverse of the NASDAQ (+9.4%).

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  • Portfolios

    Domestic & Global Long-Only Portfolios

    October 07, 2015 BY Michelle Garofalo

    Select Industries gross composite lost 2.4% in September, performing in-line with the S&P 500 (-2.5%).

    Global Industries (based on Global Industries, L.P. gross return) lost 2.2% in September, beating the MSCI ACWI (-3.6%).

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  • Portfolios

    100% Short Portfolio: AdvantHedge

    October 07, 2015 BY Michelle Garofalo

    Our AdvantHedge gross composite gained an impressive 9.6% in September, significantly outperforming the inverse performance of the S&P 500 (-2.5%), Russell 2000 (-4.9%), and NASDAQ (-3.2%).

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  • Portfolios

    Core & Global Asset Allocation Portfolios

    September 09, 2015 BY Michelle Garofalo

    The MTI ratio started the month with a neutral reading and subsequently plummeted into negative territory, where it remains today. We are maintaining a defensive position and cut equity exposure to 35%, down from 38% in early-August, and 48% in late July.

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  • Portfolios

    Domestic & Global Long-Only Portfolios

    September 09, 2015 BY Michelle Garofalo

    Select Industries gross composite lost 5.6% in August, outperforming the S&P 500 (-6.0%). Global Industries (based on Global Industries, L.P. gross return) lost 5.2% in August, beating the MSCI ACWI (-6.8%).

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  • Portfolios

    100% Short Portfolio: AdvantHedge

    September 09, 2015 BY Michelle Garofalo

    Our AdvantHedge gross composite gained 3.6% in August, underperforming the inverse performance of the S&P 500 (-6.0%), Russell 2000 (-6.3%), and NASDAQ (-6.7%). Despite this month’s underperformance AdvantHedge is up 4.1% YTD compared to the S&P 500 loss of 2.9%.

    The three largest sector positions are Information Technology, Energy, and Industrials. Energy exposure exceeds its weight a year ago and remains higher than its 2014 year-end weight of 10%.

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