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Adding Longs to Core Portfolios


Our core market health indicators saw improvement in everything except our measures of the economy.

We’re increasing exposure in our core portfolios today. Our Long / Cash portfolios will now be 60% long. Our hedged portfolio will be 80% long and 20% short. The short is a simple short of the S&P 500 Index (or SH). Below are charts showing where we added exposure (green lines) and raised cash or added hedges (yellow and red lines).  The core long / cash portfolio has had limited exposure that has varied from 20% long to 100% long.

The hedged portfolio (Long / Short Hedge) Has had a bit more exposure to the long side, but carried a fairly significant hedge during the last part of this rally.  This was due to our core market health indicators remaining mostly negative during the move from 1550 to 1650.

 
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