The ZenInvestor Track Record

This table compares the performance of the ZenInvestor Real Time Portfolio® to the S&P 500 Index since January 2, 2000 – the day the portfolio went live.  See below for how we achieved these results.


ZI Track Record


How did we manage to outperform the market by such a wide margin?  By getting out of the way of economic recessions.  Our strategy is clear, simple, and straightforward.  When the economy is expanding, we are fully invested in the stock market.  When the economy is contracting (going through a recession), we are fully invested in cash.  By avoiding the big market declines that accompany economic downturns, we can  ignore the short term volatility and confidently stay fully invested in the stock market.