Patient Investor

Based on the book by Warren Buffett

Since 2003, this portfolio has returned 184.8%, outperforming the market by 36.7% 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: 7.2% S&P 500: 6.2%
Year To Date: -8.1% S&P 500: -1.5%
Beta: 1.04 Accuracy: 58.9%
Full Return History

Portfolio Holdings

Ticker Date Added Return
CACC 3/10/2017 92.48%
MMS 8/24/2018 6.46%
NTES 6/1/2018 1.78%

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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
ROST 178.23%
TJX 145.27%
NTES 104.69%
MNST 99.43%
** 93.28%