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

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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%
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

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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
(*) Returns over 1 year are annualized

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.

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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.

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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.

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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%
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