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Baker’s Dozen Return for 2016

Now that the books are closed for 2016, time to check in to see how my Baker’s Dozen performed. After a blistering first six months, the returns leveled off with losses in the third quarter followed by gains in November and December. For the full year, the portfolio returned a very respectable 19.7% including dividends.  No stock posted a loss and 3 posted returns over 30%. This trounced both the S&P 500 which returned 11.9% with dividends and the Nasdaq composite which returned 7.5% for the year.

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As we launch into 2017 I suggest you read my blog on investing in a Trump world

Ray Link recently retired as CFO of FEI Company and currently serves on the board of directors of three high-tech companies. He is a CPA and holds an MBA from the Wharton School.

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