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 12.48% compound annual return, with a 11.32% standard deviation (Last Update: October 2019).

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

Returns, capital growth, stats are calculated assuming a rebalancing of the portfolio at the beginning of each year (i.e. at every January 1st).

Historical Returns

Warren Buffett Portfolio - Historical returns and stats:

Swipe left to see all data
Range Returns
Oct 2019
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+2.01%
0.00%
1 - 0
YTD
+21.04%
-5.73%
May 2019 - May 2019
8 - 2
1Y
+13.52%
14.56%
-7.84%
Dec 2018 - Dec 2018
9 - 3
3Y
+13.62%
annualized
10.69%
-12.10%
Oct 2018 - Dec 2018
30 - 6
5Y
+9.76%
annualized
10.65%
-12.10%
Oct 2018 - Dec 2018
44 - 16
10Y
+12.48%
annualized
11.32%
-15.03%
May 2011 - Sep 2011
86 - 34
MAX
Dec 1976
+10.69%
annualized
13.28%
-45.53%
Nov 2007 - Feb 2009
333 - 181

* Annualized St.Dev. of monthly returns

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

Portfolio 10Y Return ▾ #ETF Stocks Bonds Comm.
US Stocks
+13.64% 1 100 0 0
Warren Buffett
+12.48% 2 90 10 0
Second Grader's Starter
Paul Farrell
+10.24% 3 90 10 0
Ultimate Buy and Hold Strategy
Paul Merriman
+10.18% 10 100 0 0
Core Four
Rick Ferri
+9.81% 4 80 20 0

See all portfolios

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
+11.93% +54.47%
Jul 1982 - Jun 1983
-38.58%
Mar 2008 - Feb 2009
17.69%
2 Years
+11.62% +33.79%
Oct 1985 - Sep 1987
-22.31%
Mar 2007 - Feb 2009
11.20%
3 Years
+11.48% +30.72%
Aug 1984 - Jul 1987
-13.74%
Apr 2000 - Mar 2003
11.90%
5 Years
+11.27% +27.22%
Aug 1982 - Jul 1987
-4.93%
Mar 2004 - Feb 2009
8.13%
7 Years
+11.16% +21.27%
Aug 1982 - Jul 1989
-2.48%
Mar 2002 - Feb 2009
1.16%
10 Years
+10.85% +18.12%
Sep 1990 - Aug 2000
-2.17%
Mar 1999 - Feb 2009
2.78%
15 Years
+10.64% +18.28%
Aug 1982 - Jul 1997
+4.09%
Sep 2000 - Aug 2015
0.00%

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2019
+21.04% 7.3 3.0 1.7 3.7 -5.7 6.4 1.4 -1.6 1.7 2.0
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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