Ziggma’s model portfolios take the guesswork out of theme-based investing by doing the heavy lifting for you:
You get a focused shortlist of high-conviction, high-quality stocks with complete transparency into every single holding.
The Ziggma Stock Score rates every US stock Ziggma covers from 0 to 100 on the strength of its fundamentals. It combines more than 40 indicators across four pillars: Growth, Valuation, Profitability and Financial Health. Each company is ranked against its industry peers, not the whole market.
Growth of $10,000, January 2022 to June 2026
Ziggma Stock Score 75–100, capitalisation-weighted, against the S&P 500 and the Invesco S&P 500 GARP ETF. Total return including dividends. Year-end values.
Monthly rebalancing, US$5 minimum price, dividends reinvested. Chart plots year-end values; the final point is 30 June 2026.
To test the score, Ziggma backtested roughly 2,400 US stocks from January 2022, when the score was first published, to June 2026. Each month, a capitalisation-weighted portfolio held every stock scoring 75–100, using only scores available at the time. Dividends were reinvested.
That top-quartile portfolio returned 15.7% a year, against 12.1% for the S&P 500. A $10,000 investment grew to $19,105, against $16,616 in the S&P 500. Four and a half years is too short to make the 3.6-point margin statistically significant. The full Ziggma Stock Score backtest covers the method and its limits.
Through August 31, 2026, the SPDR S&P 500 ETF (SPY) returned 12.6%. Ziggma’s strategy-driven model portfolios delivered strong results across diverse themes, returning between -3.8% and +56.1% over the same period. Eight months is a short window, but it demonstrates the power of systematic quality screening.
| Ziggma Model Portfolio | Focus | Return, Jan 1 – Aug 31, 2026 |
|---|---|---|
| AI Leaders | High-growth innovators driving artificial intelligence technology and infrastructure | +56.1% |
| Climate Opportunity and Solutions | Companies building the technology and infrastructure for a low-carbon economy | +31.5% |
| High Conviction 2026 | The Ziggma team's highest-conviction ideas with strong compound potential | +27.2% |
| Growth, Impact, Momentum | Top scores for fundamentals and impact, filtered for market price momentum | +23.2% |
| Nothing to Hide Transparency Leaders | Top performers exhibiting industry-leading corporate reporting and governance | +18.9% |
| Dividends Done Right | Quality dividend stocks combining financial health with attractive yields | +18.8% |
| Better Future | Must pass both tests: strong fundamentals and high positive impact | +15.3% |
| The Steady Edge | Low-volatility compounders built for portfolio stability and resilience | +10.7% |
| Small Caps | Undervalued small-cap companies screened for balance sheet strength | -3.8% |
Ziggma model portfolio returns are hypothetical and calculated in the Ziggma app, before taxes. Past performance doesn’t predict future results. Model portfolios are for information only and aren’t investment advice.
For information only. Not investment advice.
Ziggma model portfolios give you a high-conviction foundation for smarter stock research. Effortlessly compare model holdings against your current investments and unlock smart optimization in three simple steps:
You retain 100% control. Ziggma provides the actionable intelligence, and you make the final trades.
Model portfolios provide dynamic insights, not guaranteed outcomes. Keep these key realities in mind as you conduct your research:
Ziggma model portfolios are designed for informational and research purposes only, not as direct investment advice.
A model portfolio is an expert-designed blueprint of stocks grouped around a specific strategy or theme, such as AI innovation, high-yield dividends, or climate solutions. Instead of buying a pre-packaged fund, you use the model portfolio as a reference guide to review, copy, or adapt the exact stock list inside your own brokerage account. This gives you institutional-grade stock selection while keeping full ownership, transparency, and voting rights over every share you buy. Learn more about why direct ownership matters in the Ziggma guide to public market impact investing.
With a mutual fund, you own fund shares and pay an annual expense ratio. With a model portfolio, you own each stock directly and pay no fund fee. Your broker’s trading costs still apply. Ziggma charges a subscription for its platform, listed on the Ziggma plans page.
No. Ziggma Analytics is a research platform, not a broker, so you place any trades at your own broker. Ziggma can then track your investments across multiple accounts in one place.
Ziggma connects to brokerage accounts through Plaid and SnapTrade. Account linking is available on paid plans and during the 7-day free trial. The Ziggma guide Is Plaid safe? explains how the connection works.
Climate Opportunity and Solutions is the Ziggma model portfolio built around the low-carbon economy. It selects companies building climate technology and infrastructure that also have high Ziggma Stock Scores. For a broader stock list, see the Ziggma list of the best climate stocks for 2026.
The Ziggma Impact Score rates what a company does to people and the planet, using data from ACA Ethos. It combines four sub-scores: Climate Action, Resource Use, Fair Labor and Accountability. An ESG rating measures something else: the risk that environmental and social issues pose to the company. The Ziggma guide on how to read an ESG rating covers the difference.
The evidence says they don’t have to. A Schroders study with Oxford’s Saïd Business School analyzed 257 impact companies. It built random 40-stock portfolios from them, and 8 of 10 outperformed the MSCI ACWI IMI from 2010 to 2023. The Ziggma page on impact investing covers the research.
Yes. The Ziggma Stock Screener filters US stocks by Ziggma Stock Score, Ziggma Impact Score and other criteria. You can use it to find companies that pass the same tests as a Ziggma model portfolio.
Yes. Positive screening selects companies for their strengths, while negative screening excludes whole industries. The four flagship Ziggma model portfolios select companies with high Ziggma Stock Scores and measurable positive impact. The Ziggma positive screening guide explains the method.
The Ziggma list of the best green stocks ranks companies by Ziggma Stock Score and impact rating. It’s a good source of single-stock ideas outside the model portfolios.
How to actually move the needle. Why public markets are where real impact happens, and how to act on it.
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