Baker's Dozen Model Portfolios: 2013 through 2016

A summary of the performance of the 2013 through 2016 portfolios is shown below; below that are the actual portfolios.

Note: In 2013 and 2014, Sabrient published only the January portfolio. Beginning in 2015, Sabrient began publishing a mid-year model portfolio in August.

2017 and 2018 portfolios are accessed via the menu tabs at the top of this page.

Performance Summary

The performance of the model portfolios is presented with total returns. Gains and losses shown are for a hypothetical model portfolio and do not take into account any fees that would apply to actual transactions. See additional disclaimers below.

2013 - 2016 Model Portfolios

August 2016

January 2016

August 2015

January 2015




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.

The historical performance shown above pertains solely to the annual Baker’s Dozen model portfolios published by Sabrient Systems, LLC. Sabrient is not responsible for the usage of such portfolios by any third party.