Note: Sabrient’s Baker's Dozen Model Portfolios are published quarterly. Each portfolio is designed to be held for 15 months.

The Baker's Dozen Portfolio for 4th Quarter 2024 Launched

The Sabrient Baker’s Dozen Model Portfolio for the 4th Quarter 2024 was launched on October 18, 2024. Like all Baker's Dozen portfolios, this portfolio comprises 13 top-ranked stocks from a cross-section of market caps and industries based on our GARP approach, i.e., growth at a reasonable price. Sabrient believes each of these stocks is positioned to perform well for the next 15 months. This portfolio will terminate on January 20, 2026.

Here is the List of stocks for the 4th Quarter 2024 Portfolio, and here is the Holdings Report that gives a brief overview of the stocks and the reason for choosing them.

Open Portfolios

2024

3rd Quarter 2024

The Sabrient Baker’s Dozen Model Portfolio for the 3rd Quarter 2024 was launched on July 19, 2024. The portfolio will terminate on October 20, 2025.

2nd Quarter 2024

The Sabrient Baker’s Dozen Model Portfolio for the 2nd Quarter 2024 was launched on April 19, 2024. The portfolio will terminate on July 21, 2025.

1st Quarter 2024

The Sabrient Baker’s Dozen Model Portfolio for the 1st Quarter 2024 was launched on January 19, 2024. The portfolio will terminate on April 21, 2025.

2023

4th Quarter 2023

The Sabrient Baker’s Dozen Model Portfolio for the 4th Quarter 2023 was launched on October 20, 2023. The portfolio will terminate on January 21, 2025.

Disclaimer

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 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.

Portfolio performance is for a model portfolio and does not reflect the performance of an actual client’s account or any advisory fees, brokerage commissions or other expenses that might apply.