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  • The Zen Alpha Portfolio

factor based investing

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Factor Based Model Portolio: Earnings Leverage

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by  Erik Conley

The Zen Earnings Leverage Trading Strategy looks for companies that have recently raised their earnings forecasts or have been upgraded by the analyst community. The idea is to bet on accelerating earnings, rather ...

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Factor Based Model Portfolio: Sector Rotation

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by  Erik Conley

The Zen Sector Rotation Strategy  is designed to take advantage of changing economic and market conditions. Using ETFs that track each of the 11 primary market sectors, the strategy ranks each sector according to ...

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Factor Based Model Portfolio: High Quality

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by  Erik Conley

The Quality factor refers to a company’s financial strength, profitability and the level of skill demonstrated by the management team. In most cases, higher-quality companies offer more upside potential than their lower-quality peers. ...

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Factor Based Model Portfolio: Factor Rotation

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by  Erik Conley

The Zen Factor Rotation Strategy  is designed to take advantage of changing economic and market conditions. Using ETFs that track each of the 9 primary market factors, the strategy ranks each factor according ...

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Factor Based Model Portfolio: Smart Money

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by  Erik Conley

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.  ...

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