Patient Investor

Based on the book by Warren Buffett - Last Updated: 7/20/2024

Patient Investor Strategy Explanation Video

Since 2003, this portfolio has returned 433.1%, outperforming the market by 14.5% using its optimal tax efficient rebalancing period and 20 stock portfolio size.

Patient
S&P 500
* Returns are model returns and do not reflect actual trading. Full performance disclaimer

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

Annual Return: 8.4% S&P 500: 8.3%
Year To Date: 18.7% S&P 500: 15.4%
Beta: 1.01 Accuracy: 62.8%
Full Return History

Portfolio Holdings


Ticker Date Added Return
AMAT 2/2/2024 25.02%
WSM 8/18/2023 118.54%
GWW 5/26/2023 42.39%
LULU 6/21/2024 -10.13%
PRI 4/26/2024 16.44%
PFBC 3/28/2024 8.94%
LPLA 3/31/2023 4.56%
GOOGL 11/10/2023 33.99%
AX 10/13/2023 98.68%
FIZZ 3/1/2024 -1.78%
TSCO 8/23/2019 177.15%
ACN 10/18/2019 75.96%
AAPL 12/10/2021 25.00%
MA 2/8/2019 104.86%
NTES 5/26/2023 2.06%
MSFT 9/16/2022 78.60%
KLAC 12/9/2022 93.83%
BMA 4/1/2021 315.86%
SFBS 11/11/2022 2.10%
UNH 2/7/2020 95.47%

Latest Changes

Last Rebalancing: 7/19/2024  Next Rebalancing: 8/16/2024

Additions Deletions

Current Top Rated Stocks

The stocks that would be in this portfolio if it were rebalanced today.

Ticker Current
Score
AX 100%
FIVE 100%
PRI 100%
KNSL 100%
LPLA 100%
WSM 100%
GOOGL 100%
PFBC 100%
LULU 100%
GWW 100%
AMAT 100%
POOL 100%
FIZZ 99%
TTNDY 93%
TSCO 93%
ADP 93%
ACN 92%
NEU 89%
ITW 89%
NTES 86%

Strategy Description Video

Podcast

Performance Disclaimer: Returns presented on Validea.com are model returns and do not represent actual trading. As a result, they do not incorporate any commissions or other trading costs or fees. Model portfolios with inception dates on or after 12/30/2005 include a combination of back tested and live model returns. The back-tested performance results shown are hypothetical and are not the result of real-time management of actual accounts. The back-testing of performance differs from actual account performance because the investment strategy may be adjusted at any time, for any reason and can continue to be changed until desired or better performance results are achieved. Back-tested returns are presented to provide general information regarding how the underlying strategy behind the portfolio performed in our historical testing. A back-tested strategy has the benefit of hindsight and the results do not reflect the impact that material economic or market factors may have had on advisor's decision-making if actual client assets were being managed using this approach. The model portfolios offered on Validea are concentrated and as a result they will exhibit high levels of volatility and their performance can be substantially impacted by the performance of individual positions.

Optimal portfolios presented on Validea.com represent the rebalancing period that has led to the best historical performance for each of our equity models. Each optimal portfolio was determined after the fact with performance information that was not available at portfolio inception. As a result, an investor could not have invested in the optimal portfolio since its inception. Optimal portfolios are presented to allow investors to quickly determine the portfolio size and rebalancing period that has performed best for each of our models in our historical testing.

Both the model portfolio and benchmark returns presented for all equity portfolios on Validea.com are not inclusive of dividends. Returns for our ETF portfolios and trend following system, and the benchmarks they are compared to, are inclusive of dividends. The S&P 500 is presented as a benchmark because it is the most widely followed benchmark of the overall US market and is most often used by investors for return comparison purposes. As with any investment strategy, there is potential for profit as well as the possibility of loss and investors may incur a loss despite a past history of gains. Past performance does not guarantee future results. Results will vary with economic and market conditions.

Validea.com is a research provider that is owned and operated by The Reese Group, LLC. Validea.com offers model portfolios, screening and stock analysis that is not customized to any individual. No information on Validea.com should be construed as investment advice. Validea Capital Management is a separate investment advisory firm registered with the state of Connecticut. Validea Capital offers investment management services directly to clients and is a separate entity from The Reese Group, LLC. The Reese Group and Validea Capital are affiliated entities and share partial common ownership.