Patient Investor

Based on the book by Warren Buffett

Since 2003, this portfolio has returned 251.1%, outperforming the market by 55.1% 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: 8.2% S&P 500: 7.0%
Year To Date: 30.2% S&P 500: 25.3%
Beta: 1.04 Accuracy: 59.7%
Full Return History

Portfolio Holdings

Ticker Date Added Return
BBAR 11/15/2019 31.01%
ROST 2/8/2019 23.56%
SEIC 8/23/2019 16.96%

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