Here is the 10 year track record for
all of our model portfolios.
Zen Quality was up 31.2% in 2021 and has an average gain of 21.6% per year over the last ten years.
Zen Value was up 21.8% in 2021, and has an average gain of 19.7% per year over ten years.
Zen Defense, which has the ability to hedge during downturns, was up 30.8% in 2021, and has averaged 20.7% per year for the last ten years.
Sector Rotation was up 32.4% in 2021, and has averaged 18.1% per year over ten years.
Factor Rotation was up 28.1% in 2021, and has an average gain of 17.6% per year for ten years.
Earnings Leverage was up 29.2% in 2021, and has averaged 15.7% per year over the last ten years.
Zen Core ETF was up 7.8% in 2021, and has an average gain of 19.9% per year over ten years.
Smart Contrarian had a tough 2021, gaining just 6.1%. But this deep-value portfolio has averaged 20.2% per year for the last ten years.
You can see the rest of the portfolios in the table and chart to the right.
Here is the 20 year performance
of the Zen Ten model portfolio.
Here is the 20 year performance
of the Zen Quality model portfolio.
Here is the 20 year performance
of the Zen Defense model portfolio.
Here is the 20 year performance
of the Earnings Leverage model portfolio.
Here is the 20 year performance
of the Sector Rotation model portfolio.
Here is the 20 year performance
of the Factor Rotation model portfolio.
Here is the 20 year performance
of the Core ETF model portfolio.
