Patient Investor

Based on the book by Warren Buffett

Since 2003, this portfolio has returned 181.5%, outperforming the market by 22.4% using its optimal monthly rebalancing period and 10 stock portfolio size.

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Patient
S&P 500

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

Annual Return: 6.5% S&P 500: 6.0%
Year To Date: -24.3% S&P 500: -14.9%
Beta: 1.04 Accuracy: 58.0%
Full Return History

Portfolio Holdings

Ticker Date Added Return
BKNG 4/3/2020 11.49%
MNST 4/3/2020 11.14%
AAPL 4/3/2020 10.21%

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