Stocks/Bonds 40/60 2x Leveraged Portfolio vs Warren Buffett Berkshire Hathaway Portfolio Portfolio Comparison

Simulation Settings
Period: March 2010 - May 2025 (~15 years)
Consolidated Returns as of 31 May 2025
Rebalancing: at every Jan 1st
Currency: USD
Inflation: US
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Results
10 Years
All (since March 2010)
Inflation Adjusted:
Stocks/Bonds 40/60 2x Leveraged Portfolio
1.00$
Initial Capital
June 2015
2.04$
Final Capital
May 2025
7.41%
Yearly Return
15.21%
Std Deviation
-36.46%
Max Drawdown
41months*
Recovery Period
* in progress
1.00$
Initial Capital
June 2015
1.51$
Final Capital
May 2025
4.22%
Yearly Return
15.21%
Std Deviation
-41.10%
Max Drawdown
41months*
Recovery Period
* in progress
1.00$
Initial Capital
March 2010
5.04$
Final Capital
May 2025
11.19%
Yearly Return
13.36%
Std Deviation
-36.46%
Max Drawdown
41months*
Recovery Period
* in progress
1.00$
Initial Capital
March 2010
3.42$
Final Capital
May 2025
8.40%
Yearly Return
13.36%
Std Deviation
-41.10%
Max Drawdown
41months*
Recovery Period
* in progress
Warren Buffett Berkshire Hathaway Portfolio
1.00$
Initial Capital
June 2015
3.53$
Final Capital
May 2025
13.43%
Yearly Return
17.90%
Std Deviation
-23.15%
Max Drawdown
16months
Recovery Period
1.00$
Initial Capital
June 2015
2.61$
Final Capital
May 2025
10.06%
Yearly Return
17.90%
Std Deviation
-25.43%
Max Drawdown
22months
Recovery Period
1.00$
Initial Capital
March 2010
6.32$
Final Capital
May 2025
12.85%
Yearly Return
16.72%
Std Deviation
-23.15%
Max Drawdown
16months
Recovery Period
1.00$
Initial Capital
March 2010
4.29$
Final Capital
May 2025
10.02%
Yearly Return
16.72%
Std Deviation
-25.43%
Max Drawdown
22months
Recovery Period

As of May 2025, over the analyzed timeframe, the Stocks/Bonds 40/60 2x Leveraged Portfolio obtained a 11.19% compound annual return, with a 13.36% standard deviation. It suffered a maximum drawdown of -36.46% which has been ongoing for 41 months and is still in progress.

As of May 2025, over the analyzed timeframe, the Warren Buffett Berkshire Hathaway Portfolio obtained a 12.85% compound annual return, with a 16.72% standard deviation. It suffered a maximum drawdown of -23.15% that required 16 months to be recovered.

Disclaimer: The simulations on this website are provided in good faith but should NOT be taken as investment advice. We are not liable for any errors or actions based on this information. The authors of the website are not affiliated with the portfolio creators, who are the sole owners of their intellectual property. The translation of asset allocations into ETFs is based on the interpretation of LazyPortfolioETF.com and may not exactly reflect the original intent of the portfolio creators. Content is for informational, educational, illustrative, and entertainment purposes only.
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Asset Allocations and ETFs

The compared portfolios have the following asset allocations.

Stocks/Bonds 40/60 2x Leveraged Portfolio
Weight
(%)		 Ticker Name
40.00
SSO
ProShares Ultra S&P 500
60.00
UST
ProShares Ultra 7-10 Year Treasury
Warren Buffett Berkshire Hathaway Portfolio
Weight
(%)		 Ticker Name
100.00
BRK.A
Berkshire Hathaway Inc Class A
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Portfolio Returns as of May 31, 2025

Returns are calculated in USD, assuming:
  • no fees or capital gain taxes.
  • rebalancing: at every Jan 1st.
  • dividend reinvestment, when applicable.
RETURN COMPARISON
Period: 1 March 2010 - 31 May 2025 (~15 years)
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Return (%) as of May 31, 2025
YTD
(5M) 		1M 6M 1Y 5Y 10Y MAX
(~15Y)
https://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_us_author.webp Stocks/Bonds 40/60 2x Leveraged
-- Market Benchmark 		0.96 2.02 -3.73 11.40 4.17 7.41 11.19
https://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_warren_buffett.webp Berkshire Hathaway
Warren Buffett 		11.23 -5.39 4.61 20.72 22.14 13.43 12.85
Return over 1 year are annualized.
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Capital Growth as of May 31, 2025

Stocks/Bonds 40/60 2x Leveraged Portfolio: an investment of 1$, since June 2015, now would be worth 2.04$, with a total return of 104.44% (7.41% annualized).

Warren Buffett Berkshire Hathaway Portfolio: an investment of 1$, since June 2015, now would be worth 3.53$, with a total return of 252.61% (13.43% annualized).


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Stocks/Bonds 40/60 2x Leveraged Portfolio: an investment of 1$, since March 2010, now would be worth 5.04$, with a total return of 404.30% (11.19% annualized).

Warren Buffett Berkshire Hathaway Portfolio: an investment of 1$, since March 2010, now would be worth 6.32$, with a total return of 532.22% (12.85% annualized).


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Portfolio Metrics as of May 31, 2025

The following metrics, updated as of 31 May 2025, provide an overview of performance and risk, with the best value in each row highlighted within the table.

METRIC COMPARISON
Period: 1 June 2024 - 31 May 2025 (1 year)
Period: 1 June 2020 - 31 May 2025 (5 years)
Period: 1 June 2015 - 31 May 2025 (10 years)
Period: 1 March 2010 - 31 May 2025 (~15 years)
Swipe left to see all data
Stocks/Bonds 40/60 2x Leveraged Berkshire Hathaway
Author Warren Buffett
ASSET ALLOCATION
Stocks 40% 100%
Fixed Income 60% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 11.40 20.72
Infl. Adjusted Return (%) 8.90 18.02
DRAWDOWN
Deepest Drawdown Depth (%) -5.63 -5.96
Start to Recovery (months) 6* 3
Longest Drawdown Depth (%) -5.63 -5.36
Start to Recovery (months) 6* 3
Longest Negative Period (months) 8 5
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 12.13 18.85
Sharpe Ratio 0.55 0.85
Sortino Ratio 0.70 1.23
Ulcer Index 3.15 3.03
Ratio: Return / Standard Deviation 0.94 1.10
Ratio: Return / Deepest Drawdown 2.02 3.48
Metrics calculated over the period 1 June 2024 - 31 May 2025
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Stocks/Bonds 40/60 2x Leveraged Berkshire Hathaway
Author Warren Buffett
ASSET ALLOCATION
Stocks 40% 100%
Fixed Income 60% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 4.17 22.14
Infl. Adjusted Return (%) -0.41 16.77
DRAWDOWN
Deepest Drawdown Depth (%) -36.46 -23.15
Start to Recovery (months) 41* 16
Longest Drawdown Depth (%) -36.46 -23.15
Start to Recovery (months) 41* 16
Longest Negative Period (months) 47* 19
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 18.88 20.05
Sharpe Ratio 0.08 0.97
Sortino Ratio 0.11 1.37
Ulcer Index 18.37 7.22
Ratio: Return / Standard Deviation 0.22 1.10
Ratio: Return / Deepest Drawdown 0.11 0.96
Metrics calculated over the period 1 June 2020 - 31 May 2025
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Stocks/Bonds 40/60 2x Leveraged Berkshire Hathaway
Author Warren Buffett
ASSET ALLOCATION
Stocks 40% 100%
Fixed Income 60% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 7.41 13.43
Infl. Adjusted Return (%) 4.22 10.06
DRAWDOWN
Deepest Drawdown Depth (%) -36.46 -23.15
Start to Recovery (months) 41* 16
Longest Drawdown Depth (%) -36.46 -23.15
Start to Recovery (months) 41* 16
Longest Negative Period (months) 50 34
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 15.21 17.90
Sharpe Ratio 0.37 0.65
Sortino Ratio 0.49 0.92
Ulcer Index 13.23 7.25
Ratio: Return / Standard Deviation 0.49 0.75
Ratio: Return / Deepest Drawdown 0.20 0.58
Metrics calculated over the period 1 June 2015 - 31 May 2025
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Stocks/Bonds 40/60 2x Leveraged Berkshire Hathaway
Author Warren Buffett
ASSET ALLOCATION
Stocks 40% 100%
Fixed Income 60% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 11.19 12.85
Infl. Adjusted Return (%) 8.40 10.02
DRAWDOWN
Deepest Drawdown Depth (%) -36.46 -23.15
Start to Recovery (months) 41* 16
Longest Drawdown Depth (%) -36.46 -14.00
Start to Recovery (months) 41* 23
Longest Negative Period (months) 50 34
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 13.36 16.72
Sharpe Ratio 0.75 0.70
Sortino Ratio 0.99 1.01
Ulcer Index 10.76 7.19
Ratio: Return / Standard Deviation 0.84 0.77
Ratio: Return / Deepest Drawdown 0.31 0.56
Metrics calculated over the period 1 March 2010 - 31 May 2025
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Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

DRAWDOWN COMPARISON
Period: 1 June 2015 - 31 May 2025 (10 years)
Period: 1 March 2010 - 31 May 2025 (~15 years)

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Stocks/Bonds 40/60 2x Leveraged Berkshire Hathaway
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-36.46 41* Jan 2022
In progress
-23.15 16 Apr 2022
Jul 2023
-21.29 11 Jan 2020
Nov 2020
-12.78 10 Feb 2018
Nov 2018
-9.59 7 Sep 2018
Mar 2019
-9.52 11 Jun 2015
Apr 2016
-8.88 12 Dec 2018
Nov 2019
-7.29 4 Feb 2020
May 2020
-7.11 7 Feb 2018
Aug 2018
-6.54 7 Aug 2016
Feb 2017
-6.16 3 Sep 2021
Nov 2021
-6.13 3 Sep 2020
Nov 2020
-5.96 3 Dec 2024
Feb 2025
-5.65 7 Jun 2021
Dec 2021
-5.51 4 Apr 2024
Jul 2024

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Stocks/Bonds 40/60 2x Leveraged Berkshire Hathaway
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-36.46 41* Jan 2022
In progress
-23.15 16 Apr 2022
Jul 2023
-21.29 11 Jan 2020
Nov 2020
-18.66 19 Mar 2011
Sep 2012
-14.00 23 Jan 2015
Nov 2016
-13.05 6 Apr 2010
Sep 2010
-12.78 10 Feb 2018
Nov 2018
-9.59 7 Sep 2018
Mar 2019
-8.88 12 Dec 2018
Nov 2019
-7.29 4 Feb 2020
May 2020
-7.11 7 Feb 2018
Aug 2018
-6.54 7 Aug 2016
Feb 2017
-6.16 3 Sep 2021
Nov 2021
-6.13 3 Sep 2020
Nov 2020
-5.96 3 Dec 2024
Feb 2025

Rolling Returns

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the Simulation Settings.

You can explore the Rolling Returns for a single portfolio, or check the return differential, by switching on "Head To Head" toggle.

Rolling Returns Comparison
Annualized Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 March 2010 - 31 May 2025 (~15 years)


Head To Head (Ptf 1 vs Ptf 2):
US Inflation Adjusted:

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Yearly Returns

For each year, the following table provides the return and intra-year drawdown. The highlighted returns represent the highest values for that specific year.

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Stocks/Bonds 40/60 2x Leveraged Berkshire Hathaway
Year Return
(%)		 Drawdown
(%)		 Return
(%)		 Drawdown
(%)
2025
 0.96 -4.42 11.23 -5.39
2024
 13.68 -7.52 25.49 -5.96
2023
 18.74 -14.99 15.77 -5.29
2022
 -33.70 -36.46 4.00 -23.15
2021
 19.46 -6.16 29.57 -5.65
2020
 19.91 -7.29 2.42 -21.29
2019
 33.39 -2.86 10.98 -8.62
2018
 -6.50 -9.59 2.82 -12.78
2017
 19.66 -0.19 21.91 -3.63
2016
 8.94 -6.54 23.42 -4.46
2015
 0.67 -5.62 -12.48 -13.61
2014
 20.80 -2.54 27.04 -4.72
2013
 20.66 -5.58 32.70 -3.94
2012
 16.43 -2.46 16.82 -2.50
2011
 17.29 -1.97 -4.73 -18.66
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