Core gained 3.2% with year-to-date returns now at 10.5%, as equities and bonds both advanced. Select Industries rose 4.9%, led by standout strength in Precious Metals (up 90% YTD) and renewed momentum in Auto Parts & Equipment. Grizzly slipped 1.8%, but continued to benefit from short exposure in richly valued industries.
Sep
12
2025
Leuthold Portfolios - August 2025
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