Patient Investor

Based on the book by Warren Buffett

Since 2003, this portfolio has returned 160.2%, outperforming the market by 32.7% using its optimal monthly rebalancing period and 10 stock portfolio size.

Patient
S&P 500

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

Annual Return: 7.4% S&P 500: 6.3%
Year To Date: 8.8% S&P 500: 7.9%
Beta: 1.04 Accuracy: 58.0%
Full Return History

Portfolio Holdings

Ticker Date Added Return
ROST 10/26/2012 108.54%
BMA 11/18/2016 26.38%
AAPL 2/13/2015 20.88%

Want to see all ten stock picks in this portfolio? Sign up today for a risk-free trial.

Sign Up Today

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%