Performance Track Record

Actual performance of the ZenInvestor Model Portfolios. Data for the average investor is from Morningstar and Fidelity.

All Zen Model Performance

Performance history for each of the model portfolios.

Zen Top 7 uses a factor-based screening algorithm that selects the 7 best stocks based on both fundamental and technical criteria. The screen runs every 4 weeks and generates a new list of stocks.​
Zen Top 7 historical returns
Zen Top 7 annual returns

Zen Value uses a factor-based screening algorithm that selects the 7 best stocks based on cheap valuation and positive earnings estimate revisions. The screen runs every 4 weeks and generates a new list of stocks.​
Zen Value Strategy Performance 2
Zen Value Strategy Performance