Baker's Dozen Model Portfolio 

Baker's Dozen 2012 Portfolio

The Baker's Dozen Model Portfolio.has been released by Sabrient every January since 2009. In 2017, we began releasing monthly Baker's Dozen model portfolios,and in January 2020,  we went to quarterly portfolios.

A Baker's Dozen 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.

You can see the performance of past portfolios on the Baker's Dozen website.

Baker's Dozen UITs

In 2013, the January Baker's Dozen became available in an annual unit investment trust (UIT) sponsored by First Trust Portfolios, comprising the same 13 picks that we publish in our Model Portfolio. However, the individual position weights may be different, as determined by First Trust, to accommodate any liquidity constraints deemed necessary to ensure capacity.