Patient Investor

Based on the book by Warren Buffett

Since 2003, this portfolio has returned 269.6%, outperforming the market by 52.1% using its optimal monthly rebalancing period and 10 stock portfolio size.

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S&P 500

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

Annual Return: 8.4% S&P 500: 7.4%
Year To Date: -0.6% S&P 500: 4.3%
Beta: 1.04 Accuracy: 59.9%
Full Return History

Portfolio Holdings

Ticker Date Added Return
BBAR 11/15/2019 38.29%
ROST 2/8/2019 31.78%
MA 7/26/2019 20.98%

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