Patient Investor

Based on the book by Warren Buffett

Since 2003, this portfolio has returned 202.9%, outperforming the market by 42.1% 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: 7.7% S&P 500: 6.7%
Year To Date: -2.2% S&P 500: 3.6%
Beta: 1.04 Accuracy: 59.0%
Full Return History

Portfolio Holdings

Ticker Date Added Return
CACC 3/10/2017 109.09%
ROST 7/27/2018 11.64%
LOPE 8/24/2018 0.44%

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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%
NTES 104.69%
MNST 99.43%
** 93.28%