Zen StrategiesLarge CapsLarge CapsThis is the perfect strategy for those seeking the outperforming alpha in the Zen Ratings while combining it with safer large cap stocks.
Zen StrategiesLarge Caps
This is the perfect strategy for those seeking the outperforming alpha in the Zen Ratings while combining it with safer large cap stocks.
14.96%All-time Annual Return
All-time Annual Return
14.96%
S&P 500
11.17%
By year performance
| Return % | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Strategy | 18.42% | 22.86% | 20.11% | 13.36% | 34.83% | 8.65% | 27.33% | -13.19% | 36.10% | 5.17% | 9.21% | 27.08% | 40.30% | 15.52% | 9.92% | 11.80% | 28.87% | -38.95% | 1.74% | 18.06% | 11.90% | 36.23% | 27.43% |
| Benchmark | 8.90% | 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% |
| Outperformance | 9.52% | -2.03% | -6.07% | 31.54% | 6.10% | -9.68% | -3.89% | -8.62% | 14.39% | -6.83% | 7.98% | 13.62% | 7.99% | -0.47% | 8.03% | -3.26% | 2.52% | -2.16% | -3.41% | 2.21% | 7.07% | 25.53% | -0.75% |
Current Holdings
| Name | Industry | Date Added | Market Cap | Current Price |
|---|---|---|---|---|
Nvidia CorpNVDA | Semiconductor | 2025-07-31 | $384.00T | $157.25 |
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Company
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Information is provided 'as-is' and solely for informational purposes and is not advice. WallStreetZen does not bear any responsibility for any losses or damage that may occur as a result of reliance on this data.
Information is provided 'as-is' and solely for informational purposes and is not advice. WallStreetZen does not bear any responsibility for any losses or damage that may occur as a result of reliance on this data.