Zen StrategiesSmall CapsSmall CapsThose interested in finding true "Hidden Gems" in the stock market will love this strategy. These smaller stocks have sparkling fundamentals that point to tremendous upside ahead. Best of all, you get to buy them before they become household names.
Zen StrategiesSmall Caps
Those interested in finding true "Hidden Gems" in the stock market will love this strategy. These smaller stocks have sparkling fundamentals that point to tremendous upside ahead. Best of all, you get to buy them before they become household names.
37.12%All-time Annual Return
All-time Annual Return
37.12%
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 | 17.19% | 7.54% | 25.13% | -9.71% | 130.63% | 24.09% | 42.63% | -0.26% | 69.77% | 34.82% | 74.43% | 19.66% | 154.57% | 30.89% | 11.62% | 96.68% | 63.51% | -47.86% | 7.62% | 17.51% | 76.66% | 45.50% | 122.20% |
| 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 | 8.29% | -17.35% | -1.05% | 8.47% | 101.90% | 5.76% | 11.41% | 4.31% | 48.06% | 22.82% | 73.20% | 6.20% | 122.26% | 14.90% | 9.73% | 81.62% | 37.16% | -11.07% | 2.47% | 1.66% | 71.83% | 34.80% | 94.02% |
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.