Baker's Dozen Historical Model Portfolios

2009 - 2012 Model Portfolios

Scroll down to see the performance of the Baker's Dozen model portfolios for 2009, 2010, 2011, and 2012. The performance 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. (Here are portfolio stocks for the 2013 - 2016 Baker's Dozen UIT portfolios.)

Data source: Thomson Reuters





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.

Portfolio performance shown above is for a model portfolio and does not reflect the performance of an actual client’s account or any advisory fees, brokerage commissions or other expenses that might apply.