Sabrient Baker's Dozen Model Portfolio, December 2017

This portfolio tracks the price-only performance of the Baker's Dozen December 2017 Model Portfolio, launched on December 20, 2017. The portfolio will terminate on December 21, 2018.

Prices are delayed 15 minutes.

Sabrient Baker's Dozen Model Portfolio,December 2017 - Performance to Date
($ B)
ANDVAndeavorOil and Gas - Refining and Marketing17.40110.93153.5038.38%
CMCCommercial Metals CompanySteel2.4020.7919.98-3.90%
COGCabot Oil and Gas CorporationOil and Gas - Exploration and Production12.4026.9725.74-4.56%
EXTRExtreme Networks IncCommunications Equipment1.4012.596.44-48.85%
HALHaliburton CompanyOil and Gas - Equipment and Services40.0047.4232.46-31.55%
KBHKB HomeHomebuilder2.7030.9118.99-38.56%
KSKapstone Paper and Packaging CorporationPaper Products2.2022.4834.9555.47%
MUMicro Technology IncSemiconductors50.7045.7539.44-13.79%
NMIHNMI Holdings IncMortgage Finance1.0017.7520.2614.14%
STMSTMicroelectronics NVSemiconductors16.5021.8414.03-35.76%
TEXTerex CorporationConstruction Machinery and Heavy Trucks4.0047.5331.34-34.06%
WLKWestlake Chemical CorporationSpecialty Chemicals13.30103.5371.74-30.71%
XPOXPO Logistics IncFreight Logistics9.3079.1576.72-3.07%
Average Gain/Loss = -10.52%
SPDR S&P 500 ETF (SPY) Gain/Loss 267.03273.732.51%
Invesco S&P 500 Equal Weight ETF (RSP) Gain/Loss 100.77101.100.33%


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. Future returns are not guaranteed, and a loss of principal may occur.

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

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. In addition, the performance numbers above do not reflect deduction of brokerage commissions, execution fees or other expenses that may be paid by any third party making its own investment in the portfolios. 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.