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
| 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
| 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 |
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.
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.
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.
| 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% |