Factor-Based Model Portfolios
A Systematic Approach to Capturing Alpha
Zen Ten
Selects the most promising stocks for the next 12 months and holds them for the entire period - no trading.
Annual returns from 2009-2024 = 22.6%
Earnings Leverage
Selects stocks with better than expected earnings in the most recent two quarters.
Annual returns from 2009-2024 = 17.4%
Smart Top 10
Selects stocks that are being purchased by top performing money managers.
Annual returns from 2009-2024 is 14.7%
High Quality
Selects stocks with the best management, earnings growth and financial condition.
Annual returns from 2009-2024 = 18.7%
Sector Rotation
Selects sectors that are primed to outperform in the current stage of the business cycle.
Annual returns from 2009-2024 is 15.7%
Core ETFs
Selects ETFs that have outperformed over the past 3 years and represent the industries that are primed to outperform in the current business cycle.
Annual returns from 2009-2024 is 17.1%
Smart Contrarian
Selects stocks that have recently taken a large haircut in price and is ready to rebound..
Annual returns from 2009-2024 is 19.0%
Factor Rotation
Selects factor ETFs that are primed to outperform in the current market environment.
Annual returns from 2009-2024 = 16.6%
Zen Value
Selects under-valued stocks that are profitable and were recently upgraded by analysts.
Annual returns from 2009-2024 = 17.3%
Smart High Conviction
Selects stocks that churn out a dependable stream of earnings, are priced reasonably, and don't decline much in a bear market.
Annual returns from 2009-2024 = 15.5%