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.

2023 Closed Portfolios

2nd Quarter 2023 - closed July 22, 2024

1st Quarter 2023 - closed April 22, 2024