Patient Investor

Based on the book by Warren Buffett

Since 2003, this portfolio has returned 217.8%, outperforming the market by 44.2% 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: 7.8% S&P 500: 6.8%
Year To Date: 17.9% S&P 500: 15.9%
Beta: 1.04 Accuracy: 59.4%
Full Return History

Portfolio Holdings

Ticker Date Added Return
TTC 12/14/2018 28.23%
MA 2/8/2019 11.22%
TJX 3/8/2019 8.68%

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