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May 12 2026

Leuthold Portfolios - April 2026

  • May 12, 2026

April was a strong rebound month, with Core’s tactical asset allocation strategy up 4.3% and Select Industries up 9.5%, led by the AI infrastructure themes. Grizzly declined 6.6% but held up well on a relative basis, helped by underweights to AI infrastructure and Mag-7 names.

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About The Author

Greg Swenson / Director of Equities

Greg Swenson Director of Equities

Greg is the Director of Equities at The Leuthold Group LLC. In addition to leading the team in evaluating investment opportunities, overseeing and managing risk, he is a Co-Portfolio Manager for Leuthold investment portfolios and an important contributor to the firm's research content.

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