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Institutional Grade Investment Strategies

Investment strategies for sophisticated retail investors that aim to deliver consistent growth while minimizing risk. All of our strategies are expertly engineered and backed by over a decade of rigorous back-tests and meticulous quantitative analysis.

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Strategies

Explore our institutional-grade investment strategies designed for retail investors. Each strategy is meticulously engineered to deliver consistent growth over time while minimizing risk, backed by over a decade of rigorous back-tests and quantitative analysis.

  • Annualized return: 46.02% Benchmark: 13.51%
  • Max Drawdown: -16.81% Benchmark: -33.72%
  • Sharpe: 1.44 Benchmark: 0.81
  • Sortino: 3.00 Benchmark: 1.14
  • Calmar: 2.74 Benchmark: 0.40
Balanced

ETF Blend 100-20

Performance metrics shown are based on back test results of daily close prices from 10 Sep, 2014 to 28 Nov, 2025 with SPY as the benchmark.

  • Annualized return: 24.05% Benchmark: 13.57%
  • Max Drawdown: -10.09% Benchmark: -33.72%
  • Sharpe: 1.83 Benchmark: 0.82
  • Sortino: 2.82 Benchmark: 1.15
  • Calmar: 2.38 Benchmark: 0.40
Conservative

ETF Blend 101-15

Performance metrics shown are based on back test results of daily close prices from 30 Dec, 2013 to 28 Nov, 2025 with SPY as the benchmark.

  • Annualized return: 57.40% Benchmark: 13.87%
  • Max Drawdown: -10.93% Benchmark: -33.72%
  • Sharpe: 1.98 Benchmark: 0.81
  • Sortino: 5.35 Benchmark: 1.14
  • Calmar: 5.25 Benchmark: 0.41
Balanced

ETF Blend 102-25

Performance metrics shown are based on back test results of daily close prices from 26 Jun, 2015 to 28 Nov, 2025 with SPY as the benchmark.

  • Annualized return: 21.61% Benchmark: 13.48%
  • Max Drawdown: -10.43% Benchmark: -33.72%
  • Sharpe: 1.82 Benchmark: 0.80
  • Sortino: 2.82 Benchmark: 1.13
  • Calmar: 2.07 Benchmark: 0.40
Conservative

ETF Blend 103-20

Performance metrics shown are based on back test results of daily close prices from 10 Nov, 2014 to 28 Nov, 2025 with SPY as the benchmark.

  • Annualized return: 39.07% Benchmark: 13.87%
  • Max Drawdown: -9.02% Benchmark: -33.72%
  • Sharpe: 2.58 Benchmark: 0.81
  • Sortino: 5.23 Benchmark: 1.14
  • Calmar: 4.33 Benchmark: 0.41
Balanced

ETF Blend 200-35

Performance metrics shown are based on back test results of daily close prices from 26 Jun, 2015 to 28 Nov, 2025 with SPY as the benchmark.

  • Annualized return: 74.51% Benchmark: 13.61%
  • Max Drawdown: -11.10% Benchmark: -33.72%
  • Sharpe: 2.62 Benchmark: 0.81
  • Sortino: 6.06 Benchmark: 1.14
  • Calmar: 6.71 Benchmark: 0.40
Aggressive

ETF Blend 300-40

Performance metrics shown are based on back test results of daily close prices from 23 Sep, 2014 to 28 Nov, 2025 with SPY as the benchmark.

  • Annualized return: 81.40% Benchmark: 14.53%
  • Max Drawdown: -21.31% Benchmark: -33.72%
  • Sharpe: 2.53 Benchmark: 0.89
  • Sortino: 4.53 Benchmark: 1.26
  • Calmar: 3.82 Benchmark: 0.43
Aggressive

ETF Blend 301-20

Performance metrics shown are based on back test results of daily close prices from 24 Apr, 2012 to 28 Nov, 2025 with SPY as the benchmark.

  • Annualized return: 74.63% Benchmark: 13.51%
  • Max Drawdown: -19.21% Benchmark: -33.72%
  • Sharpe: 1.86 Benchmark: 0.81
  • Sortino: 4.23 Benchmark: 1.14
  • Calmar: 3.89 Benchmark: 0.40
Aggressive

ETF Blend 302-25

Performance metrics shown are based on back test results of daily close prices from 10 Sep, 2014 to 28 Nov, 2025 with SPY as the benchmark.

DISCLAIMER: Back test results may not reflect actual trading performance, and past performance may not be indicative of future results. For informational purposes only. Should not be considered as financial advice.
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HOW IT WORKS

Getting Started is Simple

Follow these three easy steps to start optimizing your portfolio with our institutional-grade strategies

01

Choose a Strategy

Find the perfect strategy for your investment goals

  • Familiarize yourself with our service through our comprehensive FAQ
  • Optionally, use our Retirement Planner to plan your future
  • Browse our selection of strategies and select one that suits your risk tolerance and other preferences
    Browse strategies
02

Subscribe

Get connected and start receiving real-time updates

  • Subscribe to your chosen strategy and get added to a private Telegram channel
  • Optionally execute trades in your brokerage account according to the latest allocations posted in your channel
  • Add our Telegram Bot to your contacts and send a "/start" message
03

Rebalance

Execute trades and maintain optimal portfolio allocation

  • Receive notifications in your Telegram channel when your strategy rebalances (at most once a day)
  • Alerts include precise allocation percentages for each holding
  • Rebalance your portfolio according to the latest allocations

Automated Trade Execution

You can also choose to deploy an open source community supported script to execute trades in your Interactive Brokers accounts. Please see the relevant FAQ to learn more.

Subscriber Testimonials

Look what our subscribers have to say about us!

N

Naaman C.

September 1, 2025

I've been trading ETF Blend 200-35 for the last 4 months and am really impressed with it... I particularly appreciate the consistent focus on long-term goals, ignoring short-term market noise. Highly recommend this strategy for anyone seeking a reliable and thoughtful approach to trading.
M

M. Zuberi

August 31, 2025

Zehnlabs gave me structure and confidence in my investing. The rules are clear, easy to follow, and keep emotions out of trading. It hasn't been about quick wins but about consistent, disciplined results. Highly recommend for anyone who wants a reliable system.
C

C. Sonders

August 28, 2025

It is evident that the team behind Zehnlabs has deep expertise in quantitative strategies. I have started with two strategies in my retirement accounts, and so far I am happy.
B

B. Qari

August 28, 2025

The Zehnlabs principal was patient with my many questions to explain how the service works and the significance of the timely checking the rebalancing updates via the messaging platform. The system is well designed and easy to work.
A

Akram M.

August 28, 2025

I've been using Zehnlabs' portfolio rebalancing service for several months, and the performance of the recommended strategies has exceeded my expectations. The returns have been consistent, and the approach to risk management is both thoughtful and effective.
WHY ZEHNLABS

Trust and Transparency

We believe in giving you complete control while providing the tools and insights you need to succeed. No hidden fees, no commitments, just transparent trading strategies.

Complete Privacy & Control

Subscribers maintain full privacy and complete control of their brokerage accounts. Zehnlabs never asks for their brokerage account information.

Full Flexibility

Switch to different strategies or cancel whenever you want. No long-term contracts, no hassles. Furthermore, you choose your own brokerage - Zehnlabs does not require any particular brokerage.

Transparent Updates

We publish transparent weekly performance update videos for all our strategies across all our social media channels, keeping you informed on a regular basis.

Performance Reports

Our backtest performance reports are updated regularly and are available publicly on our web site. We believe in full transparency so you can make informed decisions.

Trade Execution

Subscribers can choose to deploy a community supported script to execute trades in their Interactive Brokers account. This script is open source and available on our GitHub page.

Common Questions

Quick answers to common questions

Can you describe your service?

Our service provides subscribers with model portfolios (strategies) and timely rebalancing alerts for these strategies. These alerts are sent via private Telegram channels. Our strategies dynamically adjust portfolio allocations based on market conditions, aiming to enhance returns and limit risk. All our strategies have publicly accessible, detailed backtest performance reports that are updated on a regular basis.

Will I retain control over my investments when using your service?

Absolutely. You maintain complete control over your investments. You have the freedom to select the strategy that aligns with your investment goals and execute trades within your own brokerage account. We never have access to your financial information.

Is there a long-term commitment required to use your service?

No, there is no long-term commitment. You can cancel your subscription at any time.

What is the minimum capital required to use your strategies?

In general our strategies do not dictate a minimum capital requirement. The amount you invest is your personal decision. However, you should make sure to have enough capital to purchase at least one share of each ETF in your chosen strategy.

Which strategy is the right one for me?

Start by using our Retirement Planner to determine how much capital you need for retirement (or another financial goal) and what investment returns are required to reach your goals. This tool will help you assess which strategy’s historical CAGR aligns with your planning needs.

Consider both the performance metrics and the practical aspects of implementing a strategy in your own account. Each strategy has different characteristics that may make it more or less suitable for your specific situation.

It is highly recommended that you watch the “Getting Started With Tactical Allocation Strategies” video on our videos page. It will help you make an informed decision when selecting a strategy.

It must be noted that historical performance is not a guarantee of future results.

Can I expect to achieve the same returns as shown in your performance reports?

While our strategies have historically performed very well, it is highly unlikely that you will achieve the exact same returns as the performance reports. Actual results may vary due to factors such as:

  • Changes in market conditions compared to the backtest period.
  • Slight differences in execution timing and prices.
  • Variations in individual brokerage capabilities (e.g., availability of fractional shares).
  • Your personal implementation of the strategy signals.
Can I use these strategies in retirement accounts (IRA, 401k, etc.)?

Yes, our strategies can generally be traded in retirement accounts. Trading these strategies within retirement accounts typically provides tax advantages. Please consult with a tax professional regarding your specific situation.

What type of brokerage account do I need?

You will need:

  • A margin account to avoid issues with the T+2 settlement rule, as rebalancing involves selling and buying assets on the same day.
  • Ideally, fractional share trading enabled to minimize idle cash.
  • Ideally, DRIP (Dividend Reinvestment Program) enabled. If your brokerage does not offer DRIP, you can manually reinvest dividends.
Do you recommend any particular brokerages?

While you can use any brokerage, our research indicates that Interactive Brokers is well-suited for our strategies due to:

  • IBKR Lite offers $0 commission trading on most ETFs.
  • They allow fractional shares.
  • They have a simple dividend reinvestment feature.
  • They offer one-click rebalancing with their TWS workstation.
  • They are available in many countries.
  • There is an open source community script to execute trades in your account.

Keep in mind that if you choose to deploy the community script mentioned above:

  • The script is an open source community script without any implicit or explicit warranty.
  • Zehnlabs does not provide any support for the community script.
  • You will need an IBKR Pro account which is not commission free.
  • You will also require a paid subscription to an IBKR data feed.
  • Fractional shares are not supported through the IBKR TWS API, and therefore not supported by the script.
  • Due to the lack of fractional shares support, the automatic dividend reinvestment feature should also be disabled in your account.
  • Only market sell orders and limit buy orders are supported.

For more information on the community script, please refer to the documentation on the script’s GitHub page.

Can I automate the rebalancing process?

You can choose to deploy the open source community script which rebalances your Interactive Brokers account whenever a strategy rebalance event occurs.

Keep in mind that:

  • The script is an open source community script without any implicit or explicit warranty.
  • Zehnlabs does not provide any support for the community script.
  • You will need an IBKR Pro account which is not commission free.
  • You will also require a paid subscription to an IBKR data feed.
  • Fractional shares are not supported through the IBKR TWS API, and therefore not supported by the script.
  • Due to the lack of fractional shares support, the automatic dividend reinvestment feature should also be disabled in your account.
  • Only market sell orders and limit buy orders are supported.

For more information on the community script, please refer to the documentation on the script’s GitHub page.

How do I get started?

Getting started with Zehnlabs is simple. Follow these three easy steps:

Step 1: Choose a Strategy

Step 2: Subscribe

  • Subscribe to your chosen strategy and get added to a private Telegram channel
  • Optionally execute trades in your brokerage account according to the latest allocations posted in your channel
  • Add our Telegram Bot to your contacts and send a “/start” message

Step 3: Rebalance

  • Receive notifications in your Telegram channel when your strategy rebalances (at most once a day)
  • Alerts include precise allocation percentages for each holding
  • Rebalance your portfolio according to the latest allocations

Automated Trade Execution

You can also choose to deploy an open source community supported script to execute trades in your Interactive Brokers account. Please see the FAQ on automating rebalancing to learn more.

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