Baker's Dozen Model Portfolios

September 2019 Baker's Dozen Model Portfolio Launched

The Sabrient Baker’s Dozen Model Portfolio for September 2019 was launched on September 20, 2019. Like all Baker's Dozen portfolios, this portfolio comprises 13 top-ranked stocks from a cross-section of market caps and industries based on our GARP approach, i.e., growth at a reasonable price. Sabrient believes each of these stocks is positioned to perform well for the next 12 months. This portfolio will terminate on September 21, 2020.

Here is the List of Stocks for the September 2019 Portfolio.

Current open) Baker's Dozen Model Portfolios

August 2019

The Sabrient Baker’s Dozen Model Portfolio for August 2019 was launched on August 20, 2019. The portfolio will terminate on August 21, 2020.

July 2019

The Sabrient Baker’s Dozen Model Portfolio for July 2019 was launched on July 20, 2019. The portfolio will terminate on July 21, 2020.

June 2019

The Sabrient Baker’s Dozen Model Portfolio for June 2019 was launched on June 20, 2019. The portfolio will terminate on June 22, 2020.

May 2019

The Sabrient Baker’s Dozen Model Portfolio for May 2019 was launched on May 20, 2019. The portfolio will terminate on May 21, 2020.

April 2019

The Sabrient Baker’s Dozen Model Portfolio for April 2019 was launched on April 18, 2019. The portfolio will terminate on April 20, 2020.

March 2019

The Sabrient Baker’s Dozen Model Portfolio for March 2019 was launched on March 20, 2019. The portfolio will terminate on March 21, 2020.

February 2019

The Sabrient Baker’s Dozen Model Portfolio for February 2019 was launched on February 20, 2019. The portfolio will terminate on February 21, 2020.

January 2019

The Sabrient Baker’s Dozen Model Portfolio for January 2019 was launched on January 18, 2019. The portfolio will terminate on January 20, 2020.

December 2018

The Sabrient Baker’s Dozen Model Portfolio for December 2018 was launched on December 20, 2018. The portfolio will terminate on December 23, 2019.

November 2018

The Sabrient Baker’s Dozen Model Portfolio for November 2018 was launched on November 20, 2018. The portfolio will terminate on November 21, 2019.

October 2018

The Sabrient Baker’s Dozen Model Portfolio for October 2018 was launched on October 19, 2018. The portfolio will terminate on October 21, 2019.

September 2018

The Sabrient Baker’s Dozen Model Portfolio for September 2018 was launched on September 20, 2018. The portfolio will terminate on September 23, 2019.

NOTE: Daily performance of open model portfolios is shown on the sidebar at the right.

Disclaimer

Past Performance is no indication of future results. Investment returns and principal value will fluctuate and units when sold or redeemed, may be worth more or less than their original cost.

Portfolio performance is based upon a simple price returns on an equal-weighted portfolio of thirteen stock holdings and does not include cash dividends.

Past performance is not indicative of future results, which may vary. The value of investments and the income derived from investments can go down as well as up. Future returns are not guaranteed, and a loss of principal may occur.

Investors should not assume that future performance results will be profitable or equal to implied past model performance. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment strategy will be profitable.

Portfolio performance is for a model portfolio and does not reflect the performance of an actual client’s account or any advisory fees, brokerage commissions or other expenses that might apply.