|
2013 |
2014 |
2015 |
2016 |
2017 |
Annualized
12/31/12 To
12/31/17 |
| Bolter and Company |
24.6 |
16.8 |
-2.3 |
3.4 |
17.5 |
11.6 |
| Comparable Balanced Index* |
18.1 |
9.4 |
1.5 |
8.0 |
13.5 |
10.0 |
| Equities |
34.2 |
22.2 |
-2.1 |
3.9 |
23.6 |
15.6 |
| S&P-500 Index |
32.4 |
13.7 |
1.4 |
12.0 |
21.8 |
15.8 |
| Fixed Income |
-2.3 |
4.6 |
-0.6 |
2.7 |
2.5 |
1.3 |
| Barclays Int. G/C Index |
-0.9 |
3.1 |
1.1 |
2.1 |
2.1 |
1.5 |
* The Comparable Balanced Index consists of 60% of the S&P500 Index and 40% of the Barclays Intermediate U.S. Government/Credit Bond Index. The Index is calculated by Bolter & Company and is used as a general measure of performance for balanced portfolios and is not included to imply that Bolter & Company managed accounts are comparable to the Index in composition or element of risk.
Bolter & Company primarily manages balanced portfolios of high quality U.S. stocks and bonds, and money market instruments. The performance of Bolter & Company Clients represents a composite of the aggregate performance of all Bolter & Company clients, each of which is managed pursuant to its specific investment guidelines. Performance reflects changes in market price, and the reinvestment of dividends and other income. The performance of Bolter & Company Equities represents the equity asset class of its balanced portfolio. The performance of Bolter & Company Fixed Income represents the fixed income asset class of its balanced portfolio. Performance results are calculated on a time weighted, total return basis and presented after all payment of fees and expenses, and are based on unaudited figures. Past performance is no guarantee of future results. Clients may be subject to differing fees schedules. |
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