Balanced

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.

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

Download PDF Version