Baker's Dozen Model Portfolios - 2009 - 2012
Since January 2009, Sabrient Systems has launched an annual Baker's Dozen Model Portfolio. Using our fundamentals-based quantitative approach, we select 13 top-ranked stocks that represent a cross-section of industries that we believe are position to perform well in the coming year. These are GARP stocks (stocks that represent "growth at a reasonable price"), and they are meant to be held for the full 12 - 13 term of the portfolio.
A summary of the performance of the 2009 through 2012 portfolios is shown below. Below that are the actual portfolios.
Open (current) portfolios are accessed by the tabs at the top of this page.
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.
Data source: Thomson Reuters
2009 - 2012 Portfolios
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.