Last Update: 31 July 2022
The Warren Buffett Portfolio obtained a 9.53% compound annual return, with a 13.24% standard deviation, in the last 30 Years.
The Technology Portfolio obtained a 13.75% compound annual return, with a 23.71% standard deviation, in the last 30 Years.
Summary
| Warren Buffett Portfolio | Technology Portfolio | ||
|---|---|---|---|
| Risk | Very High | Very High | |
| Asset Allocation | Stocks | 90% | 100% |
| Fixed Income | 10% | 0% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +9.53% | +13.75% |
| Std Dev | 13.24% | 23.71% | |
| Max Drawdown | -45.52% | -81.08% | |
Last Update: 31 July 2022
Historical Returns as of Jul 31, 2022
Comparison period starts from November 1985
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Warren Buffett Portfolio | +8.14 | -8.04 | -6.56 | +11.56 | +12.47 | +9.53 | +10.60 |
| Technology Portfolio | +12.55 | -12.84 | -12.99 | +17.92 | +18.28 | +13.75 | +14.12 |
Capital Growth as of Jul 31, 2022
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$, since August 1992, now would be worth 47690.23$, with a total return of 4669.02% (13.75% annualized).
Warren Buffett Portfolio: an investment of 1000$, since November 1985, now would be worth 40544.33$, with a total return of 3954.43% (10.60% 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).
Drawdowns
Drawdown comparison chart since July 1992.
Warren Buffett Portfolio |
Technology 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.
Warren Buffett Portfolio |
Technology 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.
| Year | Warren Buffett Portfolio | Technology Portfolio |
|---|---|---|
| 2022 |
-13.06% | -20.46% |
| 2021 |
+24.59% | +27.42% |
| 2020 |
+19.19% | +48.40% |
| 2019 |
+28.46% | +38.96% |
| 2018 |
-3.84% | -0.12% |
| 2017 |
+19.83% | +32.66% |
| 2016 |
+10.69% | +7.10% |
| 2015 |
+0.96% | +9.45% |
| 2014 |
+12.08% | +19.18% |
| 2013 |
+29.44% | +36.63% |
| 2012 |
+14.59% | +18.12% |
| 2011 |
+1.43% | +3.47% |
| 2010 |
+14.55% | +20.14% |
| 2009 |
+24.66% | +54.68% |
| 2008 |
-32.35% | -41.73% |
| 2007 |
+6.30% | +19.02% |
| 2006 |
+14.32% | +7.14% |
| 2005 |
+5.58% | +1.57% |
| 2004 |
+9.73% | +10.54% |
| 2003 |
+25.87% | +49.67% |
| 2002 |
-19.13% | -37.37% |
| 2001 |
-10.04% | -33.34% |
| 2000 |
-7.27% | -36.11% |
| 1999 |
+19.15% | +101.95% |
| 1998 |
+26.49% | +85.30% |
| 1997 |
+30.52% | +20.63% |
| 1996 |
+21.03% | +42.54% |
| 1995 |
+34.91% | +42.54% |
| 1994 |
+1.01% | +1.50% |
| 1993 |
+9.53% | +10.58% |
| 1992 |
+7.36% | +8.86% |
| 1991 |
+28.35% | +64.99% |
| 1990 |
-2.00% | -10.41% |
| 1989 |
+29.38% | +26.17% |
| 1988 |
+15.17% | +13.54% |
| 1987 |
+4.71% | +10.50% |
| 1986 |
+17.29% | +6.89% |