We create a customized Balanced portfolio based on your risk tolerance and liquidity needs. The portfolio contains a combination of the equity positions within our All-Cap Core strategy and Corporate, Government and Municipal bonds, depending on the tax status of your account. Given our 3-5 year time horizon and resulting low portfolio turnover, this strategy is ideal for both non-taxable and taxable accounts.
Balanced
Performance Report
Fourth Quarter 2019
Performance
| Winslow | Balanced Benchmark | |
|---|---|---|
| 1 Year | 26.8 | 21.3 |
| 3 Year | 10.8 | 10.0 |
| 10 Years | 9.8 | 9.2 |
| 15 Years | 8.4 | 6.9 |
| 20 Year | 7.3 | 5.6 |
Trailing years are annualized for periods ending 12/31/2019 . All performance shown net of fees in US $. Past performance is not indicative of future results.
Top Ten Holdings
| APPLE COMPUTER | 4.8% |
| LULULEMON ATHLETICA | 4.5% |
| AEROJET ROCKETDYNE HOLDINGS | 4.2% |
| PULTE HOMES INC | 3.7% |
| TERADYNE INC | 3.4% |
| CHARLES SCHWAB CORP | 3.0% |
| NORDSON CORP | 3.0% |
| SKYWORKS SOLUTIONS INC | 3.0% |
| JP MORGAN CHASE & CO | 2.8% |
| ESTEE LAUDER COS | 2.8% |
Sector Allocation
| Allocation | |
|---|---|
| Non-Sector | 1.6 |
| Comm. Services | 5.8 |
| Real Estate | 3.9 |
| Financials | 16.0 |
| Materials | 3.4 |
| Energy | 3.3 |
| Information Tech | 19.8 |
| Industrials | 13.3 |
| Consumer Staples | 3.3 |
| Health Care | 11.1 |
| Consumer Discretionary | 18.5 |
