Data Source: from January 1977 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 03:59PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.33%
1 Day
Jul 05 2022, 03:59PM Eastern Time
1.33%
Current Month
July 2022

The Warren Buffett Portfolio is a Very High Risk portfolio and can be implemented with 2 ETFs.

It's exposed for 90% on the Stock Market.

In the last 30 Years, the Warren Buffett Portfolio obtained a 9.38% compound annual return, with a 13.19% standard deviation.

Asset Allocation and ETFs

The Warren Buffett Portfolio has the following asset allocation:

90% Stocks
10% Fixed Income
0% Commodities

The Warren Buffett Portfolio can be implemented with the following ETFs:

Weight Ticker ETF Name Investment Themes
90.00 % VV Vanguard Large-Cap Equity, U.S., Large Cap
10.00 % SHY iShares 1-3 Year Treasury Bond Bond, U.S., Short Term
Most of Lazy Portfolios are made of common components (asset classes), very simple and well defined. For a more complete view, find out the most common ETFs you can use to build your portfolio.

Portfolio and ETF Returns

The Warren Buffett Portfolio guaranteed the following returns.

According to the available data source, let's assume we built the portfolio on January 1977.

Portfolio returns are calculated in USD, assuming: July 2022 return is calculated on the hypothesis of a newly built portfolio, with the starting asset allocation.
WARREN BUFFETT PORTFOLIO RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 05 2022, 03:59PM Eastern Time
Swipe left to see all data
  Chg (%) Return (%)
Return (%) as of Jun 30, 2022
  1 Day Time ET(*) Jul 2022 1M 6M 1Y 5Y(*) 10Y(*) 30Y(*)
Warren Buffett Portfolio 0.33 1.33 -7.40 -19.61 -11.72 10.24 11.71 9.38
US Inflation Adjusted return -7.40 -22.74 -17.94 6.41 9.02 6.74
Components
VV
Vanguard Large-Cap
0.37 03:59PM
Jul 05 2022
1.44 -8.26 -21.46 -12.97 11.11 12.82 9.87
SHY
iShares 1-3 Year Treasury Bond
-0.01 03:59PM
Jul 05 2022
0.29 -0.59 -2.99 -3.55 0.78 0.65 3.26
(*) Returns over 1 year are annualized
(*) Eastern Time (ET - America/New York)

US Inflation is updated to May 2022. Waiting for updates, inflation of Jun 2022 is set to 0%. Current inflation (annualized) is 1Y: 7.57% , 5Y: 3.61% , 10Y: 2.46% , 30Y: 2.47%

Portfolio Dividends

In 2021, the Warren Buffett Portfolio granted a 1.38% dividend yield. If you are interested in getting periodic income, please refer to the Warren Buffett Portfolio: Dividend Yield page.

Historical Returns as of Jun 30, 2022

Historical returns and stats of Warren Buffett Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.

WARREN BUFFETT PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from January 1977 to June 2022
Swipe left to see all data
Period Return (%)
as of Jun 2022
Return (%)
Infl.Adj.
Standard
Deviation (%)
Max
Drawdown (%)
Months
Pos - Neg
1M
Jun 2022
-7.40
-7.40
-7.40
Jun 2022 - Jun 2022
0 - 1
3M
-15.31
-16.40
-15.31
Apr 2022 - Jun 2022
0 - 3
6M
-19.61
-22.74
-19.61
Jan 2022 - Jun 2022
1 - 5
YTD
-19.61
-22.74
-19.61
Jan 2022 - Jun 2022
1 - 5
1Y
-11.72
-17.94
15.79
-19.61
Jan 2022 - Jun 2022
5 - 7
42% pos
3Y(*)
9.47
4.75
16.79
-19.61
Jan 2022 - Jun 2022
23 - 13
64% pos
5Y(*)
10.24
6.41
15.28
-19.61
Jan 2022 - Jun 2022
42 - 18
70% pos
10Y(*)
11.71
9.02
12.40
-19.61
Jan 2022 - Jun 2022
86 - 34
72% pos
15Y(*)
8.07
5.64
14.20
-45.52
Nov 2007 - Feb 2009
120 - 60
67% pos
20Y(*)
8.61
6.01
13.30
-45.52
Nov 2007 - Feb 2009
163 - 77
68% pos
25Y(*)
7.69
5.14
13.88
-45.52
Nov 2007 - Feb 2009
194 - 106
65% pos
30Y(*)
9.38
6.74
13.19
-45.52
Nov 2007 - Feb 2009
240 - 120
67% pos
MAX(*)
01 Jan 1977
10.61
6.77
13.58
-45.52
Nov 2007 - Feb 2009
353 - 193
65% pos
(*) Returns over 1 year are annualized

Returns and stats are calculated assuming a yearly rebalancing of the components weight. How do returns change with different rebalancing strategies?

Capital Growth as of Jun 30, 2022

An investment of 1000$, since July 1992, now would be worth 14728.30$, with a total return of 1372.83% (9.38% annualized).

The Inflation Adjusted Capital now would be 7079.31$, with a net total return of 607.93% (6.74% annualized).
An investment of 1000$, since January 1977, now would be worth 98213.16$, with a total return of 9721.32% (10.61% annualized).

The Inflation Adjusted Capital now would be 19678.08$, with a net total return of 1867.81% (6.77% annualized).

Drawdowns

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-45.52% Nov 2007 Feb 2009 16 Apr 2011 26 42
-39.67% Sep 2000 Sep 2002 25 Sep 2006 48 73
-19.61% Jan 2022 Jun 2022 6 in progress 6
-17.49% Feb 2020 Mar 2020 2 Jul 2020 4 6
-15.04% May 2011 Sep 2011 5 Feb 2012 5 10
-13.83% Jul 1998 Aug 1998 2 Nov 1998 3 5
-12.09% Oct 2018 Dec 2018 3 Apr 2019 4 7
-7.73% Aug 2015 Sep 2015 2 May 2016 8 10
-6.47% Feb 1994 Mar 1994 2 Aug 1994 5 7
-6.10% Jan 2000 Feb 2000 2 Mar 2000 1 3
-6.10% Apr 2012 May 2012 2 Aug 2012 3 5
-5.73% May 2019 May 2019 1 Jun 2019 1 2
-5.59% Jul 1999 Sep 1999 3 Nov 1999 2 5
-5.54% Sep 2020 Oct 2020 2 Nov 2020 1 3
-5.47% Feb 2018 Mar 2018 2 Jul 2018 4 6
-5.15% Aug 1997 Aug 1997 1 Nov 1997 3 4
-4.44% Apr 2000 May 2000 2 Aug 2000 3 5
-4.37% Jun 2007 Jul 2007 2 Sep 2007 2 4
-4.32% Sep 2021 Sep 2021 1 Oct 2021 1 2
-3.99% Jul 1996 Jul 1996 1 Sep 1996 2 3
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-45.52% Nov 2007 Feb 2009 16 Apr 2011 26 42
-39.67% Sep 2000 Sep 2002 25 Sep 2006 48 73
-27.35% Sep 1987 Nov 1987 3 May 1989 18 21
-19.61% Jan 2022 Jun 2022 6 in progress 6
-17.49% Feb 2020 Mar 2020 2 Jul 2020 4 6
-15.04% May 2011 Sep 2011 5 Feb 2012 5 10
-13.83% Jul 1998 Aug 1998 2 Nov 1998 3 5
-13.10% Jan 1977 Feb 1978 14 Jul 1978 5 19
-13.08% Dec 1980 Jul 1982 20 Oct 1982 3 23
-12.77% Jun 1990 Oct 1990 5 Feb 1991 4 9
-12.09% Oct 2018 Dec 2018 3 Apr 2019 4 7
-8.82% Feb 1980 Mar 1980 2 May 1980 2 4
-8.58% Sep 1978 Oct 1978 2 Mar 1979 5 7
-7.73% Aug 2015 Sep 2015 2 May 2016 8 10
-7.59% Sep 1986 Sep 1986 1 Jan 1987 4 5
-6.57% Dec 1983 May 1984 6 Aug 1984 3 9
-6.47% Feb 1994 Mar 1994 2 Aug 1994 5 7
-6.17% Oct 1979 Oct 1979 1 Dec 1979 2 3
-6.10% Jan 2000 Feb 2000 2 Mar 2000 1 3
-6.10% Apr 2012 May 2012 2 Aug 2012 3 5

Rolling Returns ( more details)

Warren Buffett Portfolio: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
12.35 54.47
Jul 1982 - Jun 1983
-38.58
Mar 2008 - Feb 2009
17.38%
2 Years
11.90 33.80
Oct 1985 - Sep 1987
-22.31
Mar 2007 - Feb 2009
10.52%
3 Years
11.65 30.72
Aug 1984 - Jul 1987
-13.74
Apr 2000 - Mar 2003
11.15%
5 Years
11.40 27.22
Aug 1982 - Jul 1987
-4.93
Mar 2004 - Feb 2009
7.60%
7 Years
11.22 21.27
Aug 1982 - Jul 1989
-2.48
Mar 2002 - Feb 2009
1.08%
10 Years
11.00 18.12
Sep 1990 - Aug 2000
-2.17
Mar 1999 - Feb 2009
2.58%
15 Years
10.51 18.28
Aug 1982 - Jul 1997
4.09
Sep 2000 - Aug 2015
0.00%
20 Years
10.43 17.11
Apr 1980 - Mar 2000
4.91
Apr 2000 - Mar 2020
0.00%
(*) Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the Warren Buffett Portfolio: Rolling Returns page.

Seasonality

Warren Buffett Portfolio: in which months is it better to invest?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.

For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
0.76
59%
0.32
57%
1.05
70%
1.74
74%
1.06
67%
0.46
63%
1.12
53%
0.64
64%
-0.37
53%
0.75
62%
2.05
76%
1.48
78%
Best
Year
12.0
1987
6.9
1986
8.8
2000
11.4
2020
8.8
1990
6.4
2019
8.3
1989
11.3
1982
8.2
2010
10.3
1982
10.0
2020
10.5
1991
Worst
Year
-7.3
2009
-9.4
2009
-11.1
2020
-8.4
2022
-7.2
2010
-7.4
2022
-6.6
2002
-13.0
1998
-9.3
2002
-19.9
1987
-7.3
1987
-7.8
2018
Statistics calculated for the period Jan 1977 - Jun 2022

Monthly/Yearly Returns

Warren Buffett Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
353 Positive Months (65%) - 193 Negative Months (35%)
Jan 1977 - Jun 2022
Swipe left to see all data
Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
-19.61 -22.74 -5.5 -2.7 3.2 -8.4 -0.1 -7.4
2021
+24.59 +16.33 -0.8 2.3 3.6 4.9 0.4 2.4 2.2 2.7 -4.3 6.4 -0.9 3.8
2020
+19.19 +17.69 0.3 -7.2 -11.1 11.4 4.6 1.9 5.4 6.9 -3.4 -2.3 10.0 3.7
2019
+28.46 +25.62 7.3 3.0 1.7 3.7 -5.7 6.4 1.4 -1.5 1.7 2.0 3.4 2.7
2018
-3.84 -5.65 5.1 -3.4 -2.2 0.3 2.2 0.6 3.3 3.0 0.5 -6.3 1.8 -7.8
2017
+19.83 +17.33 1.8 3.6 0.1 1.0 1.3 0.6 1.9 0.3 1.9 2.1 2.7 1.1
2016
+10.69 +8.46 -4.8 -0.1 6.2 0.4 1.5 0.3 3.4 0.1 0.1 -1.6 3.3 1.8
2015
+0.96 +0.32 -2.6 5.2 -1.2 0.7 1.2 -1.8 1.9 -5.4 -2.4 7.4 0.3 -1.6
2014
+12.08 +11.35 -3.0 4.2 0.6 0.5 2.1 1.9 -1.3 3.6 -1.4 2.2 2.5 -0.3
2013
+29.44 +27.51 4.8 1.2 3.3 1.8 2.0 -1.2 4.9 -2.6 3.2 4.1 2.6 2.4
2012
+14.59 +12.61 4.4 3.8 3.0 -0.5 -5.6 3.5 1.0 2.3 2.3 -1.6 0.6 1.0
2011
+1.43 -1.59 2.1 3.1 0.1 2.8 -0.9 -1.6 -1.8 -5.1 -6.5 9.8 -0.4 0.8
2010
+14.55 +12.92 -3.0 2.8 5.5 1.5 -7.2 -4.8 6.3 -4.1 8.2 3.6 0.1 6.2
2009
+24.66 +21.25 -7.3 -9.4 7.3 9.0 5.1 0.0 6.8 3.4 3.5 -1.9 5.6 2.0
2008
-32.35 -32.33 -5.4 -2.2 -0.4 4.1 1.5 -7.3 -0.8 1.0 -7.8 -14.9 -6.3 1.7
2007
+6.30 +2.10 1.6 -1.6 1.0 4.0 3.2 -1.6 -2.8 1.7 3.5 1.5 -3.4 -0.7
2006
+14.32 +11.51 2.3 0.2 1.6 0.8 -2.5 0.3 0.4 2.0 2.4 3.0 2.1 1.1
2005
+5.58 +2.17 -2.6 2.1 -1.5 -1.9 3.6 0.5 3.1 -0.8 0.8 -1.5 3.5 0.4
2004
+9.73 +6.18 1.7 1.3 -1.3 -1.5 1.2 1.7 -3.0 0.4 1.0 1.4 3.6 3.1
2003
+25.87 +23.36 -2.4 -1.3 0.9 7.4 4.8 1.2 1.5 1.8 -0.9 5.1 0.8 4.9
2002
-19.13 -21.09 -1.3 -1.7 3.3 -5.3 -0.6 -6.3 -6.6 0.7 -9.3 7.5 5.0 -5.0
2001
-10.04 -11.46 3.3 -8.2 -5.6 6.9 0.6 -2.1 -0.7 -5.5 -6.9 1.8 6.6 0.7
2000
-7.27 -10.35 -4.6 -1.6 8.8 -2.7 -1.8 2.4 -1.3 5.6 -4.7 -0.3 -6.9 0.6
1999
+19.15 +16.04 3.8 -2.9 3.7 3.5 -2.2 5.0 -2.8 -0.4 -2.4 5.7 1.9 5.4
1998
+26.49 +24.49 1.1 6.5 4.7 1.0 -1.5 3.7 -0.9 -13.0 5.9 7.4 5.5 5.3
1997
+30.52 +28.34 5.6 0.7 -3.8 5.5 5.6 4.1 7.4 -5.2 5.1 -3.0 4.2 1.6
1996
+21.03 +17.07 3.1 0.8 0.9 1.3 2.3 0.4 -4.0 1.9 5.2 2.6 7.0 -1.8
1995
+34.91 +31.58 2.5 3.7 2.7 2.8 3.8 2.2 3.0 0.3 3.9 -0.3 4.1 1.8
1994
+1.01 -1.55 3.1 -2.5 -4.0 1.1 1.5 -2.2 3.0 3.7 -2.2 2.1 -3.4 1.3
1993
+9.53 +6.54 0.9 1.4 1.9 -2.1 2.3 0.3 -0.4 3.5 -0.7 1.9 -0.9 1.2
1992
+7.36 +4.26 -1.7 1.1 -1.8 2.7 0.6 -1.2 3.8 -1.7 1.2 0.2 3.0 1.2
1991
+28.35 +24.63 4.0 6.5 2.2 0.3 4.0 -4.1 4.3 2.3 -1.4 1.3 -3.6 10.5
1990
-2.00 -7.77 -6.1 1.2 2.4 -2.2 8.8 -0.5 -0.2 -8.1 -4.3 -0.2 5.8 2.6
1989
+29.38 +23.64 6.7 -2.2 2.1 4.9 3.8 -0.3 8.3 1.6 -0.3 -2.0 1.9 2.2
1988
+15.17 +10.30 3.9 4.2 -2.7 0.9 0.7 4.2 -0.3 -3.1 4.0 2.6 -1.4 1.6
1987
+4.71 +0.37 12.0 3.7 2.6 -1.0 1.0 4.7 4.5 3.5 -2.1 -19.9 -7.3 6.8
1986
+17.29 +15.91 0.5 6.9 5.2 -1.2 4.9 1.7 -5.1 6.9 -7.6 5.2 2.4 -2.4
1985
+29.49 +24.76 6.9 1.2 0.1 -0.1 5.7 1.4 -0.2 -0.5 -2.8 4.1 6.4 4.4
1984
+6.99 +2.83 -0.3 -3.0 1.4 0.7 -4.9 2.1 -1.1 10.1 0.2 0.5 -0.7 2.5
1983
+19.96 +15.59 3.1 2.4 3.1 7.1 -0.8 3.5 -3.0 1.7 1.3 -1.2 2.1 -0.5
1982
+21.09 +16.63 -1.3 -4.5 -0.5 3.9 -2.3 -1.5 -1.5 11.3 1.2 10.3 3.8 1.7
1981
-3.26 -11.18 -3.9 1.9 3.6 -2.1 0.8 -0.7 -0.1 -4.9 -4.3 5.2 4.5 -2.6
1980
+29.60 +15.35 5.4 0.0 -8.8 4.7 5.3 2.6 5.9 1.0 2.4 1.8 9.9 -2.7
1979
+17.05 +3.35 3.9 -2.5 5.3 0.4 -1.4 3.8 1.0 5.5 0.2 -6.2 4.9 1.7
1978
+5.62 -3.09 -5.4 -1.5 2.3 7.6 1.2 -1.4 5.2 3.2 -0.5 -8.1 2.4 1.5
1977
-6.77 -12.60 -4.6 -1.2 -1.1 0.0 -1.3 4.1 -1.4 -1.2 0.0 -3.7 3.2 0.5

Portofolio Returns, up to December 2004, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.

In particular, it has been used:

  • VV - Vanguard Large-Cap: simulated historical serie, up to December 2004
  • SHY - iShares 1-3 Year Treasury Bond: simulated historical serie, up to December 2002

Portfolio efficiency

Is the Warren Buffett Portfolio actually efficient, compared to other Lazy Portfolios?

Overall Ratings

The Warren Buffett Portfolio is classified as Very High Risk.

Very High Risk
Bond weight:
Less than 25%
High Risk
Bond weight:
25% - 49.99%
Medium Risk
Bond weight:
50% - 74.99%
Low Risk
Bond weight:
At least 75%
Very High Risk
Portfolios
All
Portfolios
25 Years Ann. Return
(Inflation Adjusted)
+7.69%
(+5.14%)
Bad : 1.6 / 5
Good : 3.3 / 5
Standard Deviation
over 25 Years
13.88%
Excellent : 4 / 5
Average : 2.4 / 5
Maximum Drawdown
over 25 Years
-45.52%
Excellent : 4.9 / 5
Average : 2 / 5
Easy to manage 2 ETFs
Excellent : 4.5 / 5
Excellent : 4.5 / 5
Rating assigned considering all the Very High Risk Portfolios Rating assigned considering all the Portfolios in the database

Best Classic Portfolios, with Very High Risk

Swipe left to see all data
30 Years Stats (%)
% Allocation
Portfolio Jul 2022 Return Drawdown Stocks Bonds Comm
Technology
+2.40 +13.42 -81.08 100 0 0
US Stocks
+1.42 +9.81 -50.84 100 0 0
Warren Buffett Portfolio
Warren Buffett
+1.33 +9.38 -45.52 90 10 0
Aggressive Global Income
-0.08 +9.37 -52.63 80 20 0
Stocks/Bonds 80/20
+1.33 +9.06 -41.09 80 20 0

See all portfolios

Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 04:00PM Eastern Time.
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