Last Update: 31 August 2021

The Technology Portfolio obtained a 22.53% compound annual return, with a 15.49% standard deviation, in the last 10 years.

The Warren Buffett Portfolio obtained a 14.93% compound annual return, with a 12.06% standard deviation, in the last 10 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%
10 Years Stats Return +22.53% +14.93%
Std Dev 15.49% 12.06%
Max Drawdown -16.96% -17.49%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from November 1985

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Technology Portfolio +4.22 +13.91 +21.24 +29.39 +27.63 +27.68 +22.53 +15.09
Warren Buffett Portfolio +2.67 +7.40 +17.19 +28.29 +17.18 +16.79 +14.93 +11.18
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

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

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Year Technology Portfolio Warren Buffett Portfolio
2021
+21.39% +19.01%
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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