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
Third Quarter 2020
Performance
Winslow | Balanced Benchmark | |
---|---|---|
YTD | -3.2 | -1.8 |
1 Year | 5.3 | 3.1 |
3 Year | 5.5 | 4.4 |
5 Year | 8.5 | 6.8 |
10 Year | 8.8 | 7.6 |
YTD performance is thru Q3; Trailing years are annualized for periods ending 9/30/2020. All performance shown net of fees in US $. The Balanced Benchmark is a 60/40 blend of our Equity benchmark and the Barclays Intermediate Gov’t/Corporate Bond Index. Past performance is not indicative of future results.
Top Ten Holdings
APPLE COMPUTER | 7.5% |
LULULEMON ATHLETICA | 6.7% |
PULTE GROUP INC | 4.8% |
TERADYNE INC | 3.9% |
AEROJET ROCKETDYNE HOLDINGS | 3.8% |
NORDSON CORP | 3.6% |
SKYWORKS SOLUTIONS INC | 3.6% |
ESTEE LAUDER COS | 3.0% |
COMCAST CORP COM | 2.9% |
BIO-RAD LABORATORIES | 2.6% |
Sector Allocation
Allocation | |
---|---|
Utilities | 0.9 |
Comm. Services | 3.8 |
Materials | 0.7 |
Tech | 17.4 |
Industrials | 11.4 |
Real Estate | 2.2 |
Health Care | 10.6 |
Financials | 10.3 |
Energy | 0.9 |
Consumer Staples | 2.8 |
Consumer Discretionary | 12.5 |