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.
Third Quarter 2020
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
|PULTE GROUP INC||4.8%|
|AEROJET ROCKETDYNE HOLDINGS||3.8%|
|SKYWORKS SOLUTIONS INC||3.6%|
|ESTEE LAUDER COS||3.0%|
|COMCAST CORP COM||2.9%|