Patient Investor

Based on the book by Warren Buffett

Since 2003, this portfolio has returned 156.0%, outperforming the market by 51.4% using its optimal monthly rebalancing period and 10 stock portfolio size.

S&P 500

This strategy seeks out firms with long-term, predictable profitability and low debt that trade at reasonable valuations.

Annual Return: 7.7% S&P 500: 5.8%
Year To Date: 11.0% S&P 500: 6.3%
Beta: 1.04 Accuracy: 57.8%
Full Return History

Portfolio Holdings

Ticker Date Added Return
ROST 10/26/2012 108.17%
TJX 5/9/2014 34.77%
PII 6/3/2016 8.92%

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All-Time Top Performers

Validea subscribers got advance notice on these remarkable stock moves.

Tickers with ** denote stocks that no longer trade due to a corporate action, such as a buyout or merger.
Ticker Return
TJX 145.27%
NTES 104.69%
MNST 99.43%
** 93.28%
MBT 85.75%