Investment Recap

Fourth Quarter 2005

The year 2005 was a terrific year for “Winslow” stocks. We had an easy time beating the 4.9% return of the S&P500 and the 6.1% return of the Russell 3000. Our results were a function of good sector bets (i.e. being overweighted in...

Third Quarter 2005

The third quarter of this year was a period of positive stock performance and our stocks again did better than the market. So far this year, our stock picking relative to the market has contributed to well above average results. Beginning...

Second Quarter 2005

The second quarter of 2005 was moderately positive for stock and bond markets, and we continued our outperformance. Our original forecast was for high single digit returns for the year, and we have reached or are approaching those results...

First Quarter 2005

Accounts gained ground despite the fact that the major stock market averages declined in the first quarter of 2005. Investors have become discouraged by a combination of higher oil prices and the continued tightening by the Federal Reserve...

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