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Baker's Dozen Portfolio
The Baker's Dozen Portfolio.has been released by Sabrient every January since 2009. The portfolio consists of 13 stocks that Sabrient believes are positioned to perform well in the coming year. They are GARP stocks – stocks that Sabrient believes represent growth at a reasonable price. The stocks are meant to be held until the next portfolio is released the following year.
For six out of seven years the Baker's Dozen Portfolio has outperformed the S&P 500 Index. You can see past portfolios and their performance on the Baker's Dozen website.
The Baker's Dozen UIT
In 2013 the Baker's Dozen became available in a unit investment trust (UIT) sponsored by First Trust Portfolios, with the stock selection strategy created by Sabrient.
The 2016 Baker's Dozen UIT is closed for investment, but subscribers to the Financial Advisors Program can download the 2016 report and view the portfolio performance at the Baker's Dozen website. You will need to log in with your Advisors ID and password to download the report or view the portfolio.