On January 11, 2013, the Baker's Dozen 2013 was launched as a Unit Investment Trust (UIT) by First Trust Portfolios. Because of this opportunity, we delayed the announcement of the stocks in the Baker's Dozen until that date, so we are tracking the performance from market close on January 11.
BackgroundThe Sabrient Baker's Dozen selections have been announced at the beginning of the year for the past four years. They are 13 top-ranked stocks that represent a cross-section of industries, score particularly well in our system, and appear positioned to perform well in the coming year. They are GARP stocks—stocks that represent growth at a reasonable price—and they are meant to be held for the full 12 months.
The Baker's Dozen Report, describing the rationale behind each selection, along with a market and sector overview, is available this year only to subscribers. |
Past Performance of the Baker's DozenIt is the past performance of the Baker’s Dozen that brought us the opportunity for the UIT. The 2012 portfolio gained + 43% from January 3, 2012 through December 31, 2012, more than tripling the performance of the S&P 500 Index (which gained +11.68% for the year). For the past four years, the Baker's Dozen has outperformed the S&P 500 by an average of 12.9%. Here is the detailed performance of the past four years. To summarize:
2012 +43.05%
2011 + 7.28%
2010 +21.25%
2009 +35.5%
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