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

Time Range:

Drawdowns

Time Range:

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%
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