Patient Investor
Based on the book by Warren Buffett
Since 2003, this portfolio has returned 225.2%, outperforming the market by 42.9% using its optimal monthly rebalancing period and 10 stock portfolio size.
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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: 6.7%
Year To Date: 20.6%
S&P 500: 19.5%
Beta: 1.04
Accuracy: 58.7%
Full Return History
| Year |
Portfolio |
S&P 500 |
| 2003 |
2.0% |
4.7% |
| 2004 |
37.3% |
9.0% |
| 2005 |
-4.6% |
3.0% |
| 2006 |
16.5% |
13.6% |
| 2007 |
-12.2% |
3.5% |
| 2008 |
-39.8% |
-38.5% |
| Year |
Portfolio |
S&P 500 |
| 2009 |
50.3% |
23.5% |
| 2010 |
6.3% |
12.8% |
| 2011 |
10.2% |
-0.0% |
| 2012 |
15.1% |
13.4% |
| 2013 |
34.8% |
29.6% |
| 2014 |
5.6% |
11.4% |
| Year |
Portfolio |
S&P 500 |
| 2015 |
-3.0% |
-0.7% |
| 2016 |
3.7% |
9.5% |
| 2017 |
29.5% |
19.4% |
| 2018 |
-13.0% |
-6.2% |
| 2019 YTD |
20.6% |
19.5% |