Baker's Dozen Model Portfolio - January 2018

This portfolio tracks the price-only performance of the Baker's Dozen January 2018 Model Portfolio, launched on January 19, 2018. The portfolio will terminate on January 21, 2019.

Updated 12/15/2018. Prices are delayed 15 minutes.

Sabrient Baker's Dozen Model Portfolio, January 2018 - Performance to Date
TICKERCOMPANY NAMEINDUSTRYMARKET CAP
($ B)
ENTRY PRICE (Close 01/19/18)LAST PRICEGAIN/LOSS (%)
CATCaterpillar IncConstruction Machinery100.40170.41126.77-25.61%
COGCabot Oil and Gas CorporationOil and Gas - Exploration and Production12.8027.5123.31-15.27%
CVXChevron CorporationIntegrated Oil and Gas249.90131.30113.83-13.31%
FMCFMC CorporationFertilizers12.1089.8677.22-14.07%
IQVIQVIA Holdings IncLife Sciences Tools and Services20.80103.00118.0214.58%
LRCXLam Research CorporationSemiconductor Equipment33.30207.53135.37-34.77%
MPCMarathon Petroleum CorporationOil and Gas - Refining and Marketing34.9071.8959.87-16.72%
ONON Semiconductor CorporationSemiconductors10.5025.0417.53-29.99%
PGRThe Progressive CorporationInsurance33.3057.6662.007.53%
PHMPulteGroup IncHomebuilding10.0034.6025.61-25.98%
WLKWestlake Chemical CorporationSpecialty Chemicals13.90110.1364.63-41.31%
WYNNWynn Resorts LimitedCasinos and Gaming18.00179.64106.70-40.60%
XPOXPO Logistics IncFreight Logistics11.2095.9551.55-46.27%
Average Gain/Loss = -21.68%
SPDR S&P 500 ETF (SPY) Gain/Loss 280.41260.47-7.11%
Invesco S&P 500 Equal Weight ETF (RSP) Gain/Loss 105.4495.74-9.20%

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

Portfolio performance reported above is based upon simple price returns on an equal-weighted portfolio of thirteen stock holdings and does not include 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.