Sabrient Baker's Dozen Model Portfolio, January 2017
This portfolio tracks the price-only performance of the Baker's Dozen 2017 Model Portfolio, launched on January 17, 2017. The portfolio will terminate on February 28, 2018.
Prices are delayed 15 minutes.
|Sabrient Baker's Dozen Model Portfolio, January 2017 - Performance to Date|
|TICKER||COMPANY NAME||SECTOR||MARKET CAP|
|ENTRY PRICE (Close 1/17/17)||LAST PRICE||GAIN/LOSS (%)|
|ADM||Archer Daniels Midland Company||Consumer Staples||25.80||44.69||39.42||-11.79%|
|AIG||American International Group Inc.||Financials||68.20||66.06||60.06||-9.08%|
|ALL||The Allstate Corporation||Financials||26.90||73.85||100.17||35.64%|
|AVGO||Broadcom Limited||Information Technology||70.60||179.11||271.86||51.78%|
|CELG||Celgene Corporation||Health Care||93.20||114.95||104.10||-9.44%|
|DLTR||Dollar Tree Inc.||Consumer Discretionary||18.20||79.51||94.61||18.99%|
|FB||Facebook Inc.||Information Technology||358.30||127.87||179.00||39.99%|
|LRCX||Lam Research Corporation||Information Technology||17.70||109.10||210.47||92.91%|
|MPC||Marathon Petroleum Corporation||Energy||26.10||48.73||62.27||27.79%|
|STLD||Steel Dynamics Inc.||Materials||8.80||35.61||36.85||3.48%|
|UNH||UnitedHealth Group Inc.||Health Care||154.20||160.66||209.90||30.65%|
|WDC||Western Digital Corporation||Information Technology||20.50||71.62||91.30||27.48%|
|Average Gain/Loss =||23.29%|
|SPDR S&P 500 ETF (SPY) Gain/Loss||226.15||257.86||14.02%|
|Guggenheim S&P 500 Equal Weight ETF (RSP) Gain/Loss||87.72||97.47||11.11%|
Note: 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.
DisclaimerPortfolio performance reported above is based upon a simple price returns on an equal-weighted portfolio of thirteen stock holdings and does not include cash dividends.
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.