2017 Closed Portfolios - January - June

A summary of the performance of the closed 2017 Baker's Dozen Model Portfolios is shown below; below the summary are the actual portfolios.

Note: Since January 2009, Sabrient has published annual model portfolios. Beginning in April 2017, Sabrient began publishing monthly portfolios. There were no monthly portfolios in February or March of 2017.

Performance Summary

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.

2017 Model Portfolios


July 2017

June 2017

May 2017

April 2017

January 2017


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.