Sector Detector (printable)
Sector Detector: "Fed’s singular focus on inflation is creating undue fallout” - May 15, 2023

Video Update of Q2 2023 Baker's Dozen Portfolio
Overview of Q2 2023 Portfolio, Process, Performance and Market Outlook - April 24, 2023

2nd Qtr 2023 Holdings Reports
Baker's Dozen Portfolio Holdings Report - 2nd Quarter 2023

Sabrient Presentation Slide Deck
Sabrient Presentation Slide Deck - Updated April 20, 2023

Baker's Dozen Commentary
Baker's Dozen Market Commentary - Updated April 20, 2023

Baker's Dozen Process Overview
Bakers' Dozen Process Overview