Baker's Dozen Model Portfolios for 2017

September 2017 Baker's Dozen Model Portfolio Launched

The Sabrient Baker’s Dozen Model Portfolio for September 2017 was launched on September 20, 2017. Like all Baker's Dozen portfolios, this one 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 13 months. This portfolio will terminate on October 20, 2018.

Current Baker's Dozen Model Portfolios

August 2017

The August 2017 Baker's Dozen Model Portfolio launched on August 18, 2017. This portfolio will terminate on September 18, 2018.

July 2017

The July 2017 Baker's Dozen Model Portfolio launched on July 20, 2017. This portfolio will terminate on August 20, 2018.

June 2017

The June 2017 Baker's Dozen Model Portfolio launched on June 20, 2017. This portfolio will terminate on July 20, 2018.

May 2017

The May 2017 Baker's Dozen Model Portfolio launched on May 19, 2017. This portfolio will terminate on June 29, 2018.

April 2017

The April 2017 Baker's Dozen Model Portfolio launched on April 20, 2017. This portfolio will terminate on May 21, 2018.

January 2017

The January 2017 Baker's Dozen Model Portfolio launched on January 17, 2017. This portfolio will terminate on February 28, 2018.

August 2016

The August 2016 Baker's Dozen Model Portfolio launched on August 15, 2016. This portfolio will terminate on September 15, 2017.

NOTE: Daily performance of the model portfolios is shown on the sidebar at the right.

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.