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 |
