Baker's Dozen Model Portfolios

September 2018 Baker's Dozen Model Portfolio Launched

The Sabrient Baker’s Dozen Model Portfolio for September 2018 was launched on September 20, 2018. 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 12 months. This portfolio will terminate on September 23, 2019.

Here is the List of Stocks for the September 2018 Portfolio – you must be logged in to view this list.

Current (open) Baker's Dozen Model Portfolios

August 2018

The Sabrient Baker’s Dozen Model Portfolio for August 2018 was launched on August 20, 2018. The portfolio will terminate on August 21, 2019.

July 2018

The Sabrient Baker’s Dozen Model Portfolio for July 2018 was launched on July 20, 2018. The portfolio will terminate on July 22, 2019.

June 2018

The Sabrient Baker’s Dozen Model Portfolio for June 2018 was launched on June 18, 2018. The portfolio will terminate on June 21, 2019.

May 2018

The Sabrient Baker’s Dozen Model Portfolio for May 2018 was launched on May 18, 2018. The portfolio will terminate on May 19, 2019.

April 2018

The Sabrient Baker’s Dozen Model Portfolio for April 2018 was launched on April 20, 2018. The portfolio will terminate on April 22, 2019.

March 2018

The Sabrient Baker’s Dozen Model Portfolio for March 2018 was launched on March 20, 2018. The portfolio will terminate on March 21, 2019.

February 2018

The Sabrient Baker’s Dozen Model Portfolio for February 2018 was launched on February 20, 2018. The portfolio will terminate on February 21, 2019.

January 2018

The Sabrient Baker’s Dozen Model Portfolio for January 2018 was launched on January 19, 2018. The portfolio will terminate on January 21, 2019.

Download the January 2018 Baker's Dozen Special Report
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December 2017

The December 2017 Baker's Dozen Model Portfolio was launched on December 20, 2017. The portfolio will terminate on December 21, 2018.

November 2017

The November 2017 Baker's Dozen Model Portfolio was launched on November 20, 2017. The portfolio will terminate on November 21, 2018.

October 2017

The October 2017 Baker's Dozen Model Portfolio was launched on October 20, 2017. The portfolio will terminate on October 22, 2018.

September 2017

The September 2017 Baker's Dozen Model Portfolio was launched on September 20, 2017. The portfolio will terminate on September 21, 2018.

Closed 2017 Portfolios

August 2017
July 2017
June 2017
May 2017
April 2017
January 2017

NOTE: Daily performance of the current 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.