Patient Investor

Based on the book by Warren Buffett

Since 2003, this portfolio has returned 243.3%, outperforming the market by 62.2% 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: 8.2% S&P 500: 6.8%
Year To Date: 27.3% S&P 500: 19.1%
Beta: 1.04 Accuracy: 59.8%
Full Return History

Portfolio Holdings

Ticker Date Added Return
BMA 4/5/2019 49.43%
BBAR 5/31/2019 29.58%
ROST 2/8/2019 15.43%

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