Last Update: 30 September 2020

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 12.62% compound annual return, with a 11.95% standard deviation.

In 2019, the portfolio granted a 2.33% 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: 30 September 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Warren Buffett Portfolio -3.36 +8.81 +29.12 +15.68 +11.88 +13.16 +12.62
Components
VV - Vanguard Large-Cap -3.70 +9.84 +33.21 +16.94 +12.82 +14.40 +13.84
SHY - iShares 1-3 Year Treasury Bond 0.00 +0.07 +0.29 +3.45 +2.50 +1.67 +1.15
(*) 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: 30 September 2020
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Period Returns
Sep 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-3.36%
-3.36%
Sep 2020 - Sep 2020
0 - 1
3M
+8.81%
-3.36%
Sep 2020 - Sep 2020
2 - 1
6M
+29.12%
-3.36%
Sep 2020 - Sep 2020
5 - 1
YTD
+6.85%
-17.49%
Feb 2020 - Mar 2020
6 - 3
1Y
+15.68%
20.37%
-17.49%
Feb 2020 - Mar 2020
9 - 3
3Y
+11.88%
annualized
15.74%
-17.49%
Feb 2020 - Mar 2020
27 - 9
5Y
+13.16%
annualized
13.29%
-17.49%
Feb 2020 - Mar 2020
47 - 13
10Y
+12.62%
annualized
11.95%
-17.49%
Feb 2020 - Mar 2020
87 - 33
MAX
01 Jan 1977
+10.77%
annualized
13.50%
-45.53%
Nov 2007 - Feb 2009
341 - 184

* Annualized St.Dev. of monthly returns

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+20.14% 100 0 0 Compare
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+13.48% 100 0 0 Compare
Warren Buffett
+12.62% 90 10 0
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+9.82% 90 10 0 Compare
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Merrill Lynch
+9.41% 84 16 0 Compare

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Warren Buffett Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+11.95% +54.47%
Jul 1982 - Jun 1983
-38.58%
Mar 2008 - Feb 2009
17.51%
2 Years
+11.55% +33.79%
Oct 1985 - Sep 1987
-22.31%
Mar 2007 - Feb 2009
10.96%
3 Years
+11.47% +30.72%
Aug 1984 - Jul 1987
-13.74%
Apr 2000 - Mar 2003
11.63%
5 Years
+11.24% +27.22%
Aug 1982 - Jul 1987
-4.93%
Mar 2004 - Feb 2009
7.94%
7 Years
+11.17% +21.27%
Aug 1982 - Jul 1989
-2.48%
Mar 2002 - Feb 2009
1.13%
10 Years
+10.88% +18.12%
Sep 1990 - Aug 2000
-2.17%
Mar 1999 - Feb 2009
2.71%
15 Years
+10.57% +18.28%
Aug 1982 - Jul 1997
+4.09%
Sep 2000 - Aug 2015
0.00%

* Annualized rolling and average returns over full calendar month periods

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 0.3 0.9 1.9 1.1 0.6 1.1 0.6 -0.3 0.7 1.9 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
9.9
1980
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
61 57 68 75 68 64 52 64 55 63 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
2020
+6.85% 0.3 -7.2 -11.1 11.4 4.6 1.9 5.4 6.9 -3.4
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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