Sabrient Baker's Dozen Model Portfolio, August 2017

This portfolio tracks the price-only performance of the Baker's Dozen August 2017 Model Portfolio, launched on August 18, 2017. The portfolio will terminate on August 20, 2018.

Prices are delayed 15 minutes.

Sabrient Baker's Dozen Model Portfolio,August 2017 - Performance to Date
($ B)
AAAlcoa CorporationAluminum7.0037.7641.5610.06%
ANDVAndeavor Refining and Marketing14.8092.83137.4948.11%
BUDAnheuser-Busch InBev SA/NVBrewers194.20116.30103.53-10.98%
CCThe Chemours CompanyChemicals8.3046.0845.69-0.85%
COHRCoherent IncElectrical Equipment5.30218.36171.32-21.54%
LRCXLam Research CorporationSemiconductor Equipment25.70160.49178.2311.05%
OLNOlin CorporationChemicals4.9030.0229.04-3.26%
ONON Semiconductor CorporationSemiconductors6.7015.9424.0150.63%
PHMPulteGroup IncHomebuilding7.7025.2831.2923.77%
POSTPost Holdings IncPackaged Food Products5.6085.3788.944.18%
STMSTMicroelectronics NVSemiconductors12.5016.5923.4141.11%
WYNNWynn Resorts LtdCasinos and Gaming13.80134.90163.5721.25%
XLXL Group LtdInsurance11.3043.7956.2928.55%
Average Gain/Loss = 15.54%
SPDR S&P 500 ETF (SPY) Gain/Loss 242.71280.0015.36%
Invesco S&P 500 Equal Weight ETF (RSP) Gain/Loss 91.58104.5014.11%

Note: 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 reported above 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.

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, including without limitation the Baker’s Dozen UITs sponsored by First Trust. First Trust UITs are subject to the imposition of fees, and to variation in the construction of the portfolios, which may over time reduce the performance of such UITs in comparison with the performance of Sabrient’s model portfolios.