Last Update: 31 July 2022

The Technology Portfolio obtained a 13.75% compound annual return, with a 23.71% standard deviation, in the last 30 Years.

The Warren Buffett Portfolio obtained a 9.53% compound annual return, with a 13.24% standard deviation, in the last 30 Years.

Summary

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Technology Portfolio Warren Buffett Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 90%
Fixed Income 0% 10%
Commodities 0% 0%
30 Years Stats Return +13.75% +9.53%
Std Dev 23.71% 13.24%
Max Drawdown -81.08% -45.52%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from November 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Technology Portfolio +12.55 -12.84 -12.99 +17.92 +18.28 +13.75 +14.12
Warren Buffett Portfolio +8.14 -8.04 -6.56 +11.56 +12.47 +9.53 +10.60
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Technology Portfolio: an investment of 1000$, since August 1992, now would be worth 47690.23$, with a total return of 4669.02% (13.75% annualized).

Warren Buffett Portfolio: an investment of 1000$, since August 1992, now would be worth 15346.83$, with a total return of 1434.68% (9.53% annualized).

Technology Portfolio: an investment of 1000$, since November 1985, now would be worth 128391.60$, with a total return of 12739.16% (14.12% annualized).

Warren Buffett Portfolio: an investment of 1000$, since November 1985, now would be worth 40544.33$, with a total return of 3954.43% (10.60% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Technology Portfolio
Warren Buffett Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-81.08% Apr 2000 Sep 2002
-45.52% Nov 2007 Feb 2009
-39.67% Sep 2000 Sep 2002
-29.33% Jan 2022 Jun 2022
-19.61% Jan 2022 Jun 2022
-17.49% Feb 2020 Mar 2020
-17.20% Aug 1998 Aug 1998
-16.96% Sep 2018 Dec 2018
-15.04% May 2011 Sep 2011
-13.83% Jul 1998 Aug 1998
-13.51% Feb 1997 Mar 1997
-12.97% Feb 1994 Jun 1994
-12.90% Feb 2020 Mar 2020
-12.09% Oct 2018 Dec 2018
-10.50% Aug 1997 Dec 1997
-9.82% Dec 2015 Feb 2016
-9.49% Feb 1999 Feb 1999
-8.88% Aug 2015 Sep 2015
-8.65% Sep 2020 Oct 2020
-8.26% Feb 1993 Apr 1993

Drawdown comparison chart since November 1985.

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Technology Portfolio
Warren Buffett Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-81.08% Apr 2000 Sep 2002
-45.52% Nov 2007 Feb 2009
-39.67% Sep 2000 Sep 2002
-34.57% Sep 1987 Nov 1987
-29.33% Jan 2022 Jun 2022
-27.64% Jul 1990 Oct 1990
-27.35% Sep 1987 Nov 1987
-19.61% Jan 2022 Jun 2022
-17.49% Feb 2020 Mar 2020
-17.20% Aug 1998 Aug 1998
-16.96% Sep 2018 Dec 2018
-15.73% Jun 1986 Sep 1986
-15.04% May 2011 Sep 2011
-13.83% Jul 1998 Aug 1998
-13.51% Feb 1997 Mar 1997
-13.48% Mar 1992 Aug 1992
-12.97% Feb 1994 Jun 1994
-12.90% Feb 2020 Mar 2020
-12.77% Jun 1990 Oct 1990
-12.09% Oct 2018 Dec 2018

Yearly Returns

Yearly return comparison. Common historical serie start from November 1985.

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Year Technology Portfolio Warren Buffett Portfolio
2022
-20.46% -13.06%
2021
+27.42% +24.59%
2020
+48.40% +19.19%
2019
+38.96% +28.46%
2018
-0.12% -3.84%
2017
+32.66% +19.83%
2016
+7.10% +10.69%
2015
+9.45% +0.96%
2014
+19.18% +12.08%
2013
+36.63% +29.44%
2012
+18.12% +14.59%
2011
+3.47% +1.43%
2010
+20.14% +14.55%
2009
+54.68% +24.66%
2008
-41.73% -32.35%
2007
+19.02% +6.30%
2006
+7.14% +14.32%
2005
+1.57% +5.58%
2004
+10.54% +9.73%
2003
+49.67% +25.87%
2002
-37.37% -19.13%
2001
-33.34% -10.04%
2000
-36.11% -7.27%
1999
+101.95% +19.15%
1998
+85.30% +26.49%
1997
+20.63% +30.52%
1996
+42.54% +21.03%
1995
+42.54% +34.91%
1994
+1.50% +1.01%
1993
+10.58% +9.53%
1992
+8.86% +7.36%
1991
+64.99% +28.35%
1990
-10.41% -2.00%
1989
+26.17% +29.38%
1988
+13.54% +15.17%
1987
+10.50% +4.71%
1986
+6.89% +17.29%
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