Patient Investor

Based on the book by Warren Buffett

Patient Investor Strategy Explanation Video

Since 2003, this portfolio has returned 257.7%, outperforming the market by 63.5% using its optimal monthly rebalancing period and 10 stock portfolio size.

Get the Top Ten Rated Stocks Using This Model

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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: 8.0% S&P 500: 6.8%
Year To Date: -3.8% S&P 500: -3.3%
Beta: 1.05 Accuracy: 58.9%
Full Return History

Portfolio Holdings

Ticker Date Added Return
LOPE 4/3/2020 40.36%
MNST 4/3/2020 33.73%
BBAR 5/29/2020 28.71%

Patient Investor Strategy Description Video

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