EXECUTIVE SUMMARY: Z Growth has beat the market since inception; with cumulative gains nearly double the performance of the S&P 500 to date. Please see the breakdowns below for more information. Cumulative Portfolio Unrealized G/L %: +60.29% Market Index G/L %: +35.74% Z Growth Performance Ratio for May 2021: 1.68 to 1 PORTFOLIO COMPOSITION: Nvidia […]

EXECUTIVE SUMMARY: Z Growth beat the market for the second month in a row; including GMED’s lackluster performance. It’s important to note however that as of today, GMED is up considerably. Please see the breakdowns below for more information. Cumulative Portfolio Unrealized G/L %: +10.73% Market Index G/L %: +5.98% Z Growth Performance Ratio for […]

Executive Summary: Despite the drop in GMED’s value, the Z Growth portfolio outperformed it’s benchmark with a performance ratio of 3.60 to 1. Please see the breakdowns below for more information. Cumulative Portfolio Unrealized G/L %: +1.91% Market Index G/L %: +0.53% Z Growth Performance Ratio for June 2020: 3.60 to 1 PORTFOLIO COMPOSITION: Nvidia […]

We are not huge fans of indexing. In fact, not indexing is one of our core investment principles. This comment shouldn’t be misinterpreted; because we believe that indexing MAY be a viable option for the below investor archetypes: Investors whom are not willing (notice we didn’t say able) to invest the time and energy into […]