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. Find out how to get access
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.
Find out how to get access36.35%All-time Annual Return
All-time Annual Return
36.35%
S&P 500
11.58%
By Year performance
| Return % | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Strategy | 21.43% | 50.47% | 31.67% | 46.62% | -12.84% | 142.23% | 19.00% | 24.64% | -6.95% | 65.46% | 72.82% | 6.83% | 35.05% | 150.36% | 54.81% | 16.33% | 61.28% | 46.35% | -50.20% | -9.25% | 33.63% | 78.06% | 23.19% | 154.87% |
| Benchmark | 12.89% | 17.72% | 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 | 8.54% | 32.75% | 6.78% | 20.44% | 5.34% | 113.50% | 0.67% | -6.58% | -2.38% | 43.75% | 60.82% | 5.60% | 21.59% | 118.05% | 38.82% | 14.44% | 46.22% | 20.00% | -13.41% | -14.40% | 17.78% | 73.23% | 12.49% | 126.69% |
Current Holdings
| Name | Industry | Date Added | Market Cap | Current Price |
|---|---|---|---|---|
Nvidia CorpNVDA | 2026-08-22 | $384.00T | $157.25 | |
You need Zen Strategies membership to view this Stock StrategyThis backtested stock strategy has averaged +36.35% return per year since 2003. Upgrade to Zen Strategies to gain access. Get Access to Zen StrategiesAlready have access to Zen Strategies? Sign In | ||||
Company
AboutNewsBlogStock Investing FAQPlansPrivacy PolicyTerms of ServiceCancellation & RefundsPerformanceHelp GuidesContactTwitterYouTubeNewsletterWallStreetZen does not provide financial advice and does not issue recommendations or offers to buy stock or sell any security.
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.