Patient Investor

Based on the book by Warren Buffett

Since 2003, this portfolio has returned 237.5%, outperforming the market by 65.6% 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: 8.1% S&P 500: 6.7%
Year To Date: 25.2% S&P 500: 15.2%
Beta: 1.04 Accuracy: 59.7%
Full Return History

Portfolio Holdings

Ticker Date Added Return
BMA 4/5/2019 44.15%
CACC 3/8/2019 10.39%
AAPL 5/31/2019 10.09%

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