Patient Investor

Based on the book by Warren Buffett

Since 2003, this portfolio has returned 161.7%, outperforming the market by 28.2% using its optimal monthly rebalancing period and 10 stock portfolio size.

Patient
S&P 500

This strategy seeks out firms with long-term, predictable profitability and low debt that trade at reasonable valuations.

Annual Return: 7.3% S&P 500: 6.4%
Year To Date: 9.4% S&P 500: 10.7%
Beta: 1.05 Accuracy: 57.9%
Full Return History

Portfolio Holdings

Ticker Date Added Return
ROST 10/26/2012 77.15%
CACC 3/10/2017 26.09%
AAPL 2/13/2015 20.76%

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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
TJX 145.27%
NTES 104.69%
MNST 99.43%
** 93.28%
MBT 85.75%