Baker's Dozen Model Portfolios for 2017
May 2017 Baker's Dozen Model Portfolio Launched
A new Sabrient Baker’s Dozen Model Portfolio for May 2017 was launched on May 19, 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 June 20, 2018.
Current Baker's Dozen Model Portfolios
The April 2017 Baker's Dozen Model Portfolio launched on April 20, 2017. This portfolio will terminate on May 21, 2018.
The January 2017 Baker's Dozen Model Portfolio launched on January 17, 2017. This portfolio will terminate on February 28, 2018.
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.
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.