May 24, 2025

The Zen Smart Money Strategy  is unique. Each month I call on my contacts at proprietary trading desks, portfolio managers, and market strategists to exchange our best stock picks for the coming month. 

The five Smart Money portfolios include the Smart Ten, Smart High Conviction, Smart Contrarian, Smart Momentum, and Smart Pairs. There’s something for everyone. Unlike the other models, the Smart models rely on the judgement of very successful investors rather than a screening algorithm. I take the best stock ideas from the group and then I do my own research. Sometimes a stock will  not pass muster so I will exclude it from the model. 

The Performance History

The performance of this suite of strategies is impressive. On average, these 5 strategies have produced Alpha of 3.9% per year over the last 10 years. It does this by continuously monitoring the business cycle and selecting the stocks that stand to benefit from constantly changing economic conditions. 

Smart Money Track Record

Smart Contrarian track record

Smart High Conviction track record

Smart Pairs track record

Smart Momentum track record

Smart Ten track record

$55/mo. All inclusive

$550/year. All inclusive

About the author 

Erik Conley

Former head of equity trading, Northern Trust Bank, Chicago. Teacher, trainer, mentor, market historian, and perpetual student of all things related to the stock market and excellence in investing.

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