Last Update: 31 July 2022

The US Stocks Momentum Portfolio obtained a 9.49% compound annual return, with a 15.99% 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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US Stocks Momentum 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 +9.49% +9.53%
Std Dev 15.99% 13.24%
Max Drawdown -57.15% -45.52%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1992

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
US Stocks Momentum Portfolio +10.97 -7.32 -17.46 +9.71 +11.41 +9.49 +9.29
Warren Buffett Portfolio +8.14 -8.04 -6.56 +11.56 +12.47 +9.53 +9.46
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

US Stocks Momentum Portfolio: an investment of 1000$, since August 1992, now would be worth 15159.71$, with a total return of 1415.97% (9.49% 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).

US Stocks Momentum Portfolio: an investment of 1000$, since January 1992, now would be worth 15139.26$, with a total return of 1413.93% (9.29% annualized).

Warren Buffett Portfolio: an investment of 1000$, since January 1992, now would be worth 15865.70$, with a total return of 1486.57% (9.46% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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US Stocks Momentum Portfolio
Warren Buffett Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-57.15% Nov 2007 Feb 2009
-45.52% Nov 2007 Feb 2009
-44.71% Sep 2000 Sep 2002
-39.67% Sep 2000 Sep 2002
-30.28% Nov 2021 Jun 2022
-19.61% Jan 2022 Jun 2022
-18.89% Sep 2018 Dec 2018
-18.04% Feb 2020 Mar 2020
-17.49% Feb 2020 Mar 2020
-15.28% Jul 1998 Aug 1998
-15.04% May 2011 Sep 2011
-13.83% Jul 1998 Aug 1998
-12.87% Aug 2015 Jan 2016
-12.09% Oct 2018 Dec 2018
-7.73% Aug 2015 Sep 2015
-6.98% Feb 1994 Mar 1994
-6.47% Feb 1994 Mar 1994
-6.43% Jan 2000 Feb 2000
-6.10% Jan 2000 Feb 2000
-6.10% Apr 2012 May 2012

Drawdown comparison chart since January 1992.

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US Stocks Momentum Portfolio
Warren Buffett Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-57.15% Nov 2007 Feb 2009
-45.52% Nov 2007 Feb 2009
-44.71% Sep 2000 Sep 2002
-39.67% Sep 2000 Sep 2002
-30.28% Nov 2021 Jun 2022
-19.61% Jan 2022 Jun 2022
-18.89% Sep 2018 Dec 2018
-18.04% Feb 2020 Mar 2020
-17.49% Feb 2020 Mar 2020
-15.28% Jul 1998 Aug 1998
-15.04% May 2011 Sep 2011
-13.83% Jul 1998 Aug 1998
-12.87% Aug 2015 Jan 2016
-12.09% Oct 2018 Dec 2018
-7.73% Aug 2015 Sep 2015
-6.98% Feb 1994 Mar 1994
-6.47% Feb 1994 Mar 1994
-6.43% Jan 2000 Feb 2000
-6.10% Jan 2000 Feb 2000
-6.10% Apr 2012 May 2012

Yearly Returns

Yearly return comparison. Common historical serie start from January 1992.

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Year US Stocks Momentum Portfolio Warren Buffett Portfolio
2022
-20.05% -13.06%
2021
+7.72% +24.59%
2020
+36.60% +19.19%
2019
+33.13% +28.46%
2018
-5.96% -3.84%
2017
+23.30% +19.83%
2016
+2.35% +10.69%
2015
+1.13% +0.96%
2014
+12.21% +12.08%
2013
+31.68% +29.44%
2012
+18.18% +14.59%
2011
+1.53% +1.43%
2010
+26.57% +14.55%
2009
+28.02% +24.66%
2008
-46.21% -32.35%
2007
+5.14% +6.30%
2006
+15.85% +14.32%
2005
+4.83% +5.58%
2004
+10.70% +9.73%
2003
+28.18% +25.87%
2002
-21.59% -19.13%
2001
-11.75% -10.04%
2000
-9.73% -7.27%
1999
+20.39% +19.15%
1998
+28.69% +26.49%
1997
+33.48% +30.52%
1996
+22.49% +21.03%
1995
+38.05% +34.91%
1994
+0.40% +1.01%
1993
+21.58% +9.53%
1992
+7.92% +7.36%
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