Patient Investor

Based on the book by Warren Buffett

Since 2003, this portfolio has returned 200.9%, outperforming the market by 39.4% 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: 7.5% S&P 500: 6.5%
Year To Date: 11.6% S&P 500: 10.7%
Beta: 1.04 Accuracy: 59.6%
Full Return History

Portfolio Holdings

Ticker Date Added Return
TTC 12/14/2018 10.81%
CPRT 9/21/2018 2.76%
MA 2/8/2019 2.55%

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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
ROST 178.23%
TJX 145.27%
CACC 115.66%
NTES 104.69%
MNST 99.43%