Patient Investor

Based on the book by Warren Buffett

Since 2003, this portfolio has returned 228.6%, outperforming the market by 47.3% 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: 7.8% S&P 500: 6.7%
Year To Date: 21.9% S&P 500: 19.1%
Beta: 1.04 Accuracy: 59.1%
Full Return History

Portfolio Holdings

Ticker Date Added Return
ROST 2/8/2019 22.79%
TJX 6/28/2019 14.15%
SEIC 8/23/2019 5.99%

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