Last Update: 31 August 2021
The Warren Buffett Portfolio obtained a 14.93% compound annual return, with a 12.06% standard deviation, in the last 10 years.
The Technology Portfolio obtained a 22.53% compound annual return, with a 15.49% standard deviation, in the last 10 years.
Summary
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| Warren Buffett Portfolio | Technology Portfolio | ||
|---|---|---|---|
| Risk | Very High | Very High | |
| Asset Allocation | Stocks | 90% | 100% |
| Fixed Income | 10% | 0% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +14.93% | +22.53% |
| Std Dev | 12.06% | 15.49% | |
| Max Drawdown | -17.49% | -16.96% | |
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(*) | |
|---|---|---|---|---|---|---|---|---|
| Warren Buffett Portfolio | +2.67 | +7.40 | +17.19 | +28.29 | +17.18 | +16.79 | +14.93 | +11.18 |
| Technology Portfolio | +4.22 | +13.91 | +21.24 | +29.39 | +27.63 | +27.68 | +22.53 | +15.09 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from November 1985.
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| Year | Warren Buffett Portfolio | Technology Portfolio |
|---|---|---|
| 2021 |
+19.01% | +21.39% |
| 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% |