Sabrient Baker's Dozen Model Portfolio, April 2017
This portfolio tracks the price-only performance of the Baker's Dozen April 2017 Model Portfolio, launched on April 20, 2017. The portfolio will terminate on May 21, 2018.
Prices are delayed 15 minutes.
|Sabrient Baker's Dozen Model Portfolio, April 2017 - Performance to Date|
|TICKER||COMPANY NAME||INDUSTRY||MARKET CAP|
|ENTRY PRICE (Close 4/20/17)||LAST PRICE||GAIN/LOSS (%)|
|CPA||Copa Holdings S.A.||Airlines||4.80||115.22||131.78||14.37%|
|CVX||Chevron Corporation||Integrated Oil and Gas||197.40||104.88||114.71||9.37%|
|DOOR||Masonite International Corporation||Building Products||2.40||79.85||72.00||-9.83%|
|LOGM||LogMein Inc||Software Services||5.50||107.50||116.40||8.28%|
|LPX||Louisiana-Pacific Corporation||Building Products||3.70||26.24||26.75||1.94%|
|MPC||Marathon Petroleum Corporation||Refining and Marketing||25.40||48.54||62.27||28.29%|
|STLD||Steel Dynamics Inc||Steel||7.90||34.91||36.85||5.56%|
|TECD||Tech Data Corporation||Computer Distributors||3.50||93.14||90.88||-2.43%|
|WDC||Western Digital Corporation||Data Storage||23.90||84.41||91.30||8.16%|
|XL||XL Grouup Ltd||Insurance||10.70||40.36||38.63||-4.29%|
|XPO||XPO Logistics Inc||Logistics Services||5.20||48.33||74.67||54.50%|
|Average Gain/Loss =||16.68%|
|SPDR S&P 500 ETF (SPY) Gain/Loss||235.34||257.86||9.57%|
|Guggenheim S&P 500 Equal Weight ETF (RSP) Gain/Loss||90.79||97.47||7.36%|
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.