Baker's Dozen Model Portfolio - March 2019

This portfolio tracks the price-only performance of the Baker's Dozen March 2019 Model Portfolio, launched on March 20, 2019. The portfolio will terminate on March 21, 2020.

Updated 02/26/2020. Prices are delayed 15 minutes.

Sabrient Baker's Dozen Model Portfolio, March 2019 - Performance to Date
($ B)
AGCOAGCO CorporationAgricultural and Farm Machinery5.267.9664.20-5.53%
AMEAMETEK IncElectrical Components and Equipment18.480.8691.7513.47%
ANTMAnthem IncManaged Health Care79.2303.01267.40-11.75%
ATIAllegheny Technologies IncSteel3.326.0018.59-28.50%
BYDBoyd Gaming CorporationCasinos and Gaming3.127.6129.506.85%
CFCF Industries Holdings IncFertilizers and Agricultural Chemicals9.441.5937.64-9.50%
HLTHilton Worldwide Holdings IncHotels Resorts and Cruise Lines25.184.9298.8816.44%
SAVESpirit Airlines IncAirlines3.752.6034.71-34.01%
SSNCSS&C Technologies Holdings IncApplication Software15.862.1359.58-4.10%
TRVThe Travelers Companies IncProperty and Casualty Insurance35.0131.33130.79-0.41%
URIUnited Rentals IncTrading Companies and Distributors9.6116.11134.6415.96%
VSTVistra Energy CorpIndependent Power Producers and Energy Traders12.425.6022.14-13.52%
ZAYOZayo Group Holdings IncAlternative Carriers6.627.9034.9125.13%
Average Gain/Loss = -2.27%
SPDR S&P 500 ETF (SPY) Gain/Loss 281.55312.6511.05%
Invesco S&P 500 Equal Weight ETF (RSP) (RSP) Gain/Loss 103.51110.186.44%


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.