Last Update: 31 March 2021

The Warren Buffett Portfolio is exposed for 90% on the Stock Market.

It's a Very High Risk portfolio and it can be replicated with 2 ETFs.

In the last 10 years, the portfolio obtained a 12.75% compound annual return, with a 12.24% standard deviation.

In 2020, the portfolio granted a 1.67% dividend yield. If you are interested in getting periodic income, please refer to the Warren Buffett Portfolio: Dividend Yield page.

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 replicated 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.

WARREN BUFFETT PORTFOLIO RETURNS (%)
Last Update: 31 March 2021
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Warren Buffett Portfolio +3.59 +5.20 +17.35 +51.53 +15.95 +15.25 +12.75
Components
VV - Vanguard Large-Cap +3.99 +5.79 +19.31 +58.93 +17.36 +16.72 +13.98
SHY - iShares 1-3 Year Treasury Bond -0.06 -0.09 -0.07 +0.21 +2.64 +1.58 +1.17
(*) annualized
Portfolio returns are calculated assuming:
  • a rebalancing of the components at the beginning of each year (i.e. at every January 1st)
  • the reinvestment of dividends

If you are interested in getting periodic income, please refer to the Warren Buffett Portfolio: Dividend Yield page.

Historical Returns

Warren Buffett Portfolio - Historical returns and stats.

WARREN BUFFETT PORTFOLIO
Last Update: 31 March 2021
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Period Returns
Mar 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+3.59%
0.00%
1 - 0
3M
+5.20%
-0.76%
Jan 2021 - Jan 2021
2 - 1
6M
+17.35%
-2.26%
Oct 2020 - Oct 2020
4 - 2
YTD
+5.20%
-0.76%
Jan 2021 - Jan 2021
2 - 1
1Y
+51.53%
14.93%
-5.54%
Sep 2020 - Oct 2020
9 - 3
3Y
+15.95%
annualized
16.32%
-17.49%
Feb 2020 - Mar 2020
27 - 9
5Y
+15.25%
annualized
13.28%
-17.49%
Feb 2020 - Mar 2020
48 - 12
10Y
+12.75%
annualized
12.24%
-17.49%
Feb 2020 - Mar 2020
85 - 35
MAX
01 Jan 1977
+11.05%
annualized
13.51%
-45.53%
Nov 2007 - Feb 2009
345 - 186

* Annualized St.Dev. of monthly returns

Best Very High Risk Porftolios, ordered by 10Y annualized return.

Portfolio 10Y Return ▾ Stocks Bonds Comm.
Technology
+19.92% 100 0 0 Compare
US Stocks
+13.80% 100 0 0 Compare
Warren Buffett
+12.75% 90 10 0
Stocks/Bonds 80/20
+11.80% 80 20 0 Compare
Second Grader's Starter
Paul Farrell
+10.29% 90 10 0 Compare

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns ( more details)

Warren Buffett Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+12.09% +54.47%
Jul 1982 - Jun 1983
-38.58%
Mar 2008 - Feb 2009
17.31%
2 Years
+11.63% +33.79%
Oct 1985 - Sep 1987
-22.31%
Mar 2007 - Feb 2009
10.83%
3 Years
+11.49% +30.72%
Aug 1984 - Jul 1987
-13.74%
Apr 2000 - Mar 2003
11.49%
5 Years
+11.28% +27.22%
Aug 1982 - Jul 1987
-4.93%
Mar 2004 - Feb 2009
7.84%
7 Years
+11.18% +21.27%
Aug 1982 - Jul 1989
-2.48%
Mar 2002 - Feb 2009
1.12%
10 Years
+10.91% +18.12%
Sep 1990 - Aug 2000
-2.17%
Mar 1999 - Feb 2009
2.67%
15 Years
+10.55% +18.28%
Aug 1982 - Jul 1997
+4.09%
Sep 2000 - Aug 2015
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 and Yearly/Monthly Returns

Warren Buffett Portfolio Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average 0.9 0.4 1.0 1.9 1.1 0.6 1.1 0.6 -0.3 0.6 2.1 1.4
Best 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 -7.3
2009
-9.5
2009
-11.1
2020
-5.3
2002
-7.2
2010
-7.3
2008
-6.6
2002
-13.0
1998
-9.3
2002
-19.9
1987
-7.4
1987
-7.8
2018
Gain
Frequency
60 58 69 75 68 64 52 64 55 61 77 77

Detail of Monthly Returns

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+5.20% -0.8 2.3 3.6
2020
+19.19% 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% 7.3 3.0 1.7 3.7 -5.7 6.4 1.4 -1.6 1.7 2.0 3.4 2.7
2018
-3.84% 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% 1.8 3.6 0.1 1.0 1.3 0.6 1.9 0.3 1.9 2.1 2.7 1.2
2016
+10.69% -4.8 -0.1 6.2 0.4 1.5 0.3 3.4 0.1 0.1 -1.7 3.3 1.8
2015
+0.96% -2.6 5.2 -1.2 0.7 1.2 -1.8 1.9 -5.5 -2.4 7.4 0.3 -1.6
2014
+12.08% -3.0 4.2 0.6 0.5 2.2 1.9 -1.3 3.7 -1.4 2.2 2.5 -0.3
2013
+29.44% 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% 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% 2.1 3.1 0.1 2.8 -0.9 -1.6 -1.8 -5.1 -6.5 9.8 -0.4 0.9
2010
+14.55% -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% -7.3 -9.5 7.3 9.0 5.2 0.0 6.8 3.4 3.5 -1.9 5.6 2.0
2008
-32.35% -5.4 -2.3 -0.4 4.1 1.5 -7.3 -0.8 1.0 -7.8 -14.9 -6.3 1.7
2007
+6.30% 1.7 -1.6 1.0 4.0 3.2 -1.6 -2.8 1.7 3.5 1.5 -3.5 -0.7
2006
+14.32% 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% -2.6 2.1 -1.5 -1.9 3.7 0.5 3.1 -0.8 0.8 -1.5 3.5 0.4
2004
+9.73% 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% -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% -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% 3.3 -8.2 -5.6 6.9 0.6 -2.2 -0.7 -5.5 -6.9 1.8 6.6 0.7
2000
-7.27% -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% 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% 1.1 6.5 4.7 1.0 -1.5 3.8 -0.9 -13.0 5.9 7.4 5.5 5.3
1997
+30.52% 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% 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% 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% 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% 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% -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% 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% -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% 6.7 -2.2 2.1 4.9 3.8 -0.4 8.3 1.6 -0.3 -2.0 1.9 2.2
1988
+15.17% 3.9 4.2 -2.8 0.9 0.7 4.2 -0.3 -3.1 4.0 2.6 -1.4 1.6
1987
+4.71% 12.0 3.7 2.6 -1.0 1.0 4.7 4.5 3.5 -2.2 -19.9 -7.4 6.8
1986
+17.29% 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% 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% -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% 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% -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% -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% 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% 3.9 -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% -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% -4.6 -1.2 -1.1 0.0 -1.3 4.1 -1.4 -1.2 0.0 -3.7 3.2 0.5

* Note:
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

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