Sabrient Baker's Dozen Model Portfolio, May 2017
This portfolio tracks the price-only performance of the Baker's Dozen May 2017 Model Portfolio, launched on May 19, 2017. The portfolio will terminate on June 20, 2018.
Prices are delayed 15 minutes.
|Sabrient Baker's Dozen Model Portfolio,May 2017 - Performance to Date|
|TICKER||COMPANY NAME||INDUSTRY||MARKET CAP|
|ENTRY PRICE (Close 5/19/17)||LAST PRICE||GAIN/LOSS (%)|
|COG||Cabot Oil and Gas Corporation||Oil and Gas||10.70||23.48||29.39||25.17%|
|CVX||Chevron Corporation||Oil and Gas||199.30||106.52||114.71||7.69%|
|LOGM||LogMein Inc.||Software Services||5.80||113.05||116.40||2.96%|
|LPX||Louisiana-Pacific Corporation Inc||Lumber||3.30||22.69||26.75||17.89%|
|WDC||Western Digital Corporation||Data Storage||25.00||86.66||91.30||5.35%|
|WGO||Winnebago Industries Inc.||Recreational Vehicles||0.80||26.25||49.50||88.57%|
|XL||XL Grouup Ltd||Insurance||11.00||41.45||38.63||-6.80%|
|XPO||XPO Logistics Inc||Logistics||5.90||52.79||74.67||41.45%|
|Average Gain/Loss =||22.11%|
|SPDR S&P 500 ETF (SPY) Gain/Loss||238.31||257.86||8.20%|
|Guggenheim S&P 500 Equal Weight ETF (RSP) Gain/Loss||90.97||97.47||7.15%|
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.