Patient Investor

Based on the book by Warren Buffett

Since 2003, this portfolio has returned 248.9%, outperforming the market by 52.5% 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: 7.0%
Year To Date: 29.4% S&P 500: 25.5%
Beta: 1.04 Accuracy: 59.4%
Full Return History

Portfolio Holdings

Ticker Date Added Return
BBAR 11/15/2019 28.80%
ROST 2/8/2019 22.55%
SEIC 8/23/2019 16.27%

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