Last Update: 31 July 2022

The Developed World ex-US Stocks Momentum Portfolio obtained a 5.74% compound annual return, with a 12.72% standard deviation, in the last 10 Years.

The Warren Buffett Portfolio obtained a 12.47% compound annual return, with a 12.61% standard deviation, in the last 10 Years.

Summary

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Developed World ex-US Stocks Momentum Portfolio Warren Buffett Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 90%
Fixed Income 0% 10%
Commodities 0% 0%
10 Years Stats Return +5.74% +12.47%
Std Dev 12.72% 12.61%
Max Drawdown -20.40% -19.61%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from August 2009

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1M 6M 1Y 5Y(*) 10Y(*) MAX(*)
Developed World ex-US Stocks Momentum Portfolio +3.11 -12.71 -16.21 +4.01 +5.74 +5.55
Warren Buffett Portfolio +8.14 -8.04 -6.56 +11.56 +12.47 +12.56
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Developed World ex-US Stocks Momentum Portfolio: an investment of 1000$, since August 2012, now would be worth 1746.75$, with a total return of 74.68% (5.74% annualized).

Warren Buffett Portfolio: an investment of 1000$, since August 2012, now would be worth 3239.00$, with a total return of 223.90% (12.47% annualized).

Developed World ex-US Stocks Momentum Portfolio: an investment of 1000$, since August 2009, now would be worth 2018.87$, with a total return of 101.89% (5.55% annualized).

Warren Buffett Portfolio: an investment of 1000$, since August 2009, now would be worth 4657.95$, with a total return of 365.79% (12.56% annualized).

Drawdowns

Drawdown comparison chart since July 2012.

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Developed World ex-US Stocks Momentum Portfolio
Warren Buffett Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-20.40% Nov 2021 Jun 2022
-19.61% Jan 2022 Jun 2022
-19.22% Feb 2018 Dec 2018
-17.49% Feb 2020 Mar 2020
-16.18% Jul 2014 Feb 2016
-15.97% Feb 2020 Mar 2020
-12.09% Oct 2018 Dec 2018
-7.73% Aug 2015 Sep 2015
-6.52% May 2013 Jun 2013
-5.73% May 2019 May 2019
-5.54% Sep 2020 Oct 2020
-5.47% Feb 2018 Mar 2018
-5.15% Jan 2014 Jan 2014
-4.32% Sep 2021 Sep 2021
-3.90% Sep 2020 Oct 2020
-3.69% Sep 2021 Sep 2021
-2.97% Jan 2014 Jan 2014
-2.88% Dec 2014 Jan 2015
-2.62% Aug 2013 Aug 2013
-1.80% Jun 2021 Jun 2021

Drawdown comparison chart since August 2009.

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Developed World ex-US Stocks Momentum Portfolio
Warren Buffett Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-26.91% May 2011 Sep 2011
-20.40% Nov 2021 Jun 2022
-19.61% Jan 2022 Jun 2022
-19.22% Feb 2018 Dec 2018
-17.49% Feb 2020 Mar 2020
-16.18% Jul 2014 Feb 2016
-15.97% Feb 2020 Mar 2020
-15.04% May 2011 Sep 2011
-14.08% Apr 2010 Jun 2010
-12.09% Oct 2018 Dec 2018
-11.71% May 2010 Jun 2010
-7.73% Aug 2015 Sep 2015
-7.18% Jan 2010 Jan 2010
-6.52% May 2013 Jun 2013
-6.10% Apr 2012 May 2012
-5.73% May 2019 May 2019
-5.54% Sep 2020 Oct 2020
-5.47% Feb 2018 Mar 2018
-5.15% Jan 2014 Jan 2014
-4.32% Sep 2021 Sep 2021

Yearly Returns

Yearly return comparison. Common historical serie start from August 2009.

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Year Developed World ex-US Stocks Momentum Portfolio Warren Buffett Portfolio
2022
-17.65% -13.06%
2021
+6.60% +24.59%
2020
+22.16% +19.19%
2019
+24.51% +28.46%
2018
-14.30% -3.84%
2017
+25.46% +19.83%
2016
+0.47% +10.69%
2015
-1.60% +0.96%
2014
-9.19% +12.08%
2013
+22.20% +29.44%
2012
+17.94% +14.59%
2011
-14.36% +1.43%
2010
+14.14% +14.55%
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