Performance Summary

The Baker's Dozen Model Portfolios, below, show total returns for a 15-month period. 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.

2022 Closed Portfolios

4th Quarter 2022 - closed January 20, 2024

3rd Quarter 2022 - closed October 20, 2023

2nd Quarter 2022 - closed July 20, 2023

1st Quarter 2022 - closed April 20, 2023