Income
The key to success with income stocks is to find those with the growth potential to pay out even higher dividends in the future. The Zen Ratings points the way. This dividend growth also helps push up the share price, leading to impressive capital gains.

24.68%All-time Annual Return
All-time Annual Return
24.68%
S&P 500
11.17%

By year performance

Return %20252024202320222021202020192018201720162015201420132012201120102009200820072006200520042003
Strategy12.39%19.24%31.63%-19.27%49.82%28.22%25.49%-0.60%32.85%22.09%9.34%6.75%83.51%58.31%11.83%33.78%38.31%-43.58%-1.60%60.43%32.48%38.60%129.08%
Benchmark8.90%24.89%26.18%-18.18%28.73%18.33%31.22%-4.57%21.71%12.00%1.23%13.46%32.31%15.99%1.89%15.06%26.35%-36.79%5.15%15.85%4.83%10.70%28.18%
Outperformance3.49%-5.65%5.45%-1.09%21.09%9.89%-5.73%3.97%11.14%10.09%8.11%-6.71%51.20%42.32%9.94%18.72%11.96%-6.79%-6.75%44.58%27.65%27.90%100.90%

Current Holdings

NameIndustryDate AddedMarket CapCurrent Price
Nvidia CorpNVDA
Semiconductor2025-07-31$384.00T$157.25

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This backtested stock strategy has averaged +24.68% return per year since 2003. Upgrade to Zen Strategies to gain access.

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