Average Stock Allocation 50%
Small, mid, and large cap stocks
Benchmark: 50% Russell 3000 / 50% BCGC |
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The All-Cap Balanced Account has an average allocation of 50% equities, 40% fixed income, and 10% cash. This allocation changes as our risk indicators direct us to add or reduce equity exposure to the account. We actively manage the fixed income portion of the account with high quality iShares and Treasuries.
The account holds a mix of small, mid, and large cap stocks. We weight the stock exposure toward the most advantageous market capitilizations based on our research.
Sector analysis in an important part of our portfolio management process. Changes in sector weightings are made based on our analysis.
We believe that having the maximum flexibility to follow our research is the key to adding value to our clients' accounts.
As of September 30, 2011
*Inception for All-Cap Balanced is 12/31/74. **Benchmark is 50% Russell 3000, 50% Barclays Capital
Govt./Credit. Barclays Capital U.S. Government/Credit Bond Index. The index measures the performance of
U.S. Dollar denominated U.S. Treasuries, government-related and investment grade U.S. corporate securities
that have a remaining maturity of greater than one year. Market capitalization breakdown is defined as Small-
Cap (<$2 billion), Mid-Cap ($2 billion to $10 billion), and Large-Cap (>$10 billion). The holdings shown do not
constitute a recommendation or solicitation to buy or sell any particular security and you should not assume that
an investment in any of the securities was or will be profitable. The S&P 500 is an index that is made up of 500
stocks of major companies selected by market size, industry, and liquidity. The index is market value weighted,
with every stock’s weight in proportion to its market value. The indexes performance is generally thought to be
representative of the U.S. stock market as a whole. The Russell 3000 is a stock index consisting of the 3000
largest publicly listed U.S. companies, representing about 98% of the total capitalization of the entire U.S. stock
market. Please see full disclosure on back.
Past performance is not indicative of future results.
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