Closed Portfolios - 2018

A summary of the performance of the closed 2018 Baker's Dozen Model Portfolios is shown below; below the summary are the actual portfolios.

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. Scroll down to see the actual portfolios and additional disclaimers.

2018 Closed Portfolios

December 2018 - closed December 23, 2019

November 2018 - closed November 21, 2019

October 2018 - closed October 21, 2019

September 2018 - closed September 23, 2019

August 2018 - closed August 21, 2019

July 2018 - closed July 22, 2019

June 2018 - closed June 21, 2019

May 2018 - closed May 20, 2019

April 2018 - closed April 22, 2019

March 2018 - closed March 21, 2019

February 2018 - closed February 21, 2019

January 2018 - closed January 22, 2019


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. Future returns are not guaranteed, and a loss of principal may occur.

Portfolio performance reported above is based upon total returns on an equal-weighted portfolio of thirteen stock holdings, including cash dividends.

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, including without limitation the Baker’s Dozen UITs sponsored by First Trust. In addition, the performance numbers above do not reflect deduction of brokerage commissions, execution fees or other expenses that may be paid by any third party making its own investment in the portfolios. First Trust UITs are subject to the imposition of fees, and to variation in the construction of the portfolios, which may over time reduce the performance of such UITs in comparison with the performance of Sabrient’s model portfolios.