As many of you know, every December I publish a list of stocks that I believe will outperform the market over the next year. I don't change the list except for mergers or takeovers.
In case you missed it, here are my top stock picks for 2021. They're off to a fast start this year, up 11.2% vs. 3.1% for the S&P 500.
I'm gratified that the Zen Ten is off to a good start this year, but we can't assume that this outperformance will continue. We can assume that these are solid stocks with above-average potential.
2021 YTD performance of all our model portfolios
The 10 year performance of all our model portfolios
Stay tuned for further updates as the year unfolds. I won't publish updates every week, but I will let you know when something meaningful happens in the market, or in these ten stocks.
Hi Erik! I have been following you on Seeking Alpha, and I have always enjoyed your honesty and straightforward approach to investing. I see that recently you published an update on how The Zen Ten Letter – February 4, 2021 is doing and at that time it was returning 11.2%. I also read where you stated: "Stay tuned for further updates as the year unfolds. I won't publish updates every week, but I will let you know when something meaningful happens in the market, or in these ten stocks." I wanted to offer you a link to a Google Sheet I built that keeps this information continually updated, so if any one wanted to see how the The Sen Ten Portfolio is doing they can simply go to that Google Sheet. Here is a link to the Google Sheet in View Only mode.
https://docs.google.com/spreadsheets/d/1PgPtkuKIOui3_7-vXrsipGGnV1IrofuxpC_A75w-F_E/edit?usp=sharing