Last Update: 30 November 2023
The Warren Buffett Portfolio obtained a 9.54% compound annual return, with a 13.65% standard deviation, in the last 30 Years.
The US Stocks Portfolio obtained a 9.90% compound annual return, with a 15.52% standard deviation, in the last 30 Years.
Summary
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Warren Buffett Portfolio | US Stocks Portfolio | ||
---|---|---|---|
Risk | Very High | Very High | |
Asset Allocation | Stocks | 90% | 100% |
Fixed Income | 10% | 0% | |
Commodities | 0% | 0% | |
30 Years Stats | Return | +9.54% | +9.90% |
Std Dev | 13.65% | 15.52% | |
Max Drawdown | -45.52% | -50.84% |
Last Update: 30 November 2023
Historical Returns as of Nov 30, 2023
Comparison period starts from January 1871
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1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
---|---|---|---|---|---|---|---|
Warren Buffett Portfolio | +8.70 | +9.78 | +13.59 | +11.47 | +10.69 | +9.54 | +8.68 |
US Stocks Portfolio | +9.42 | +10.04 | +12.72 | +11.71 | +11.16 | +9.90 | +9.08 |
(*) Returns over 1 year are annualized
Capital Growth as of Nov 30, 2023
Warren Buffett Portfolio: an investment of 1$, since December 1993, now would be worth 15.37$, with a total return of 1436.97% (9.54% annualized).
US Stocks Portfolio: an investment of 1$, since December 1993, now would be worth 16.96$, with a total return of 1596.43% (9.90% annualized).
US Stocks Portfolio: an investment of 1$, since January 1871, now would be worth 336348.21$, with a total return of 33634721.20% (8.68% annualized).
: an investment of 1$, since January 1871, now would be worth 590344.78$, with a total return of 59034377.90% (9.08% annualized).
Drawdowns
Drawdown comparison chart since December 1993.
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Warren Buffett Portfolio | US Stocks Portfolio | ||||
---|---|---|---|---|---|
Drawdown | Start | Bottom | Drawdown | Start | Bottom |
-50.84% | Nov 2007 | Feb 2009 | |||
-45.52% | Nov 2007 | Feb 2009 | |||
-43.94% | Sep 2000 | Sep 2002 | |||
-39.67% | Sep 2000 | Sep 2002 | |||
-24.81% | Jan 2022 | Sep 2022 | |||
-23.08% | Jan 2022 | Sep 2022 | |||
-20.84% | Jan 2020 | Mar 2020 | |||
-17.57% | Jul 1998 | Aug 1998 | |||
-17.49% | Feb 2020 | Mar 2020 | |||
-15.04% | May 2011 | Sep 2011 | |||
-14.20% | Oct 2018 | Dec 2018 | |||
-13.83% | Jul 1998 | Aug 1998 | |||
-12.09% | Oct 2018 | Dec 2018 | |||
-8.84% | Jun 2015 | Sep 2015 | |||
-8.44% | Apr 2000 | May 2000 | |||
-7.73% | Aug 2015 | Sep 2015 | |||
-7.43% | Feb 1994 | Jun 1994 | |||
-6.82% | Apr 2012 | May 2012 | |||
-6.47% | Feb 1994 | Mar 1994 | |||
-6.45% | May 2019 | May 2019 |
Drawdown comparison chart since January 1871.
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Warren Buffett Portfolio | US Stocks Portfolio | ||||
---|---|---|---|---|---|
Drawdown | Start | Bottom | Drawdown | Start | Bottom |
-84.60% | Sep 1929 | Jun 1932 | |||
-79.29% | Sep 1929 | Jun 1932 | |||
-50.84% | Nov 2007 | Feb 2009 | |||
-45.86% | Jan 1973 | Sep 1974 | |||
-45.52% | Nov 2007 | Feb 2009 | |||
-43.94% | Sep 2000 | Sep 2002 | |||
-40.52% | Jan 1973 | Sep 1974 | |||
-39.67% | Sep 2000 | Sep 2002 | |||
-34.11% | Apr 1876 | Jun 1877 | |||
-30.50% | Apr 1876 | Jun 1877 | |||
-30.27% | Oct 1906 | Nov 1907 | |||
-30.14% | Oct 1906 | Nov 1907 | |||
-30.06% | Dec 1968 | Jun 1970 | |||
-29.34% | Sep 1987 | Nov 1987 | |||
-27.35% | Sep 1987 | Nov 1987 | |||
-27.16% | Oct 1902 | Oct 1903 | |||
-26.86% | Feb 1893 | Aug 1893 | |||
-26.19% | Dec 1968 | Jun 1970 | |||
-25.03% | Dec 1916 | Dec 1917 | |||
-24.81% | Jan 2022 | Sep 2022 |
Yearly Returns
Yearly return comparison.
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Year | Warren Buffett Portfolio | US Stocks Portfolio |
---|---|---|
2023 | +19.82% | +19.72% |
2022 | -18.29% | -19.51% |
2021 | +24.59% | +25.67% |
2020 | +19.19% | +21.03% |
2019 | +28.46% | +30.67% |
2018 | -3.84% | -5.21% |
2017 | +19.83% | +21.21% |
2016 | +10.69% | +12.83% |
2015 | +0.96% | +0.36% |
2014 | +12.08% | +12.54% |
2013 | +29.44% | +33.45% |
2012 | +14.59% | +16.45% |
2011 | +1.43% | +0.97% |
2010 | +14.55% | +17.42% |
2009 | +24.66% | +28.89% |
2008 | -32.35% | -36.98% |
2007 | +6.30% | +5.37% |
2006 | +14.32% | +15.69% |
2005 | +5.58% | +6.31% |
2004 | +9.73% | +12.79% |
2003 | +25.87% | +30.75% |
2002 | -19.13% | -20.47% |
2001 | -10.04% | -10.97% |
2000 | -7.27% | -10.57% |
1999 | +19.15% | +23.81% |
1998 | +26.49% | +23.26% |
1997 | +30.52% | +30.99% |
1996 | +21.03% | +20.96% |
1995 | +34.91% | +35.79% |
1994 | +1.01% | -0.17% |
1993 | +9.53% | +10.62% |
1992 | +7.36% | +9.11% |
1991 | +28.35% | +32.39% |
1990 | -2.00% | -6.08% |
1989 | +29.38% | +28.12% |
1988 | +15.17% | +17.32% |
1987 | +4.71% | +2.61% |
1986 | +17.29% | +14.57% |
1985 | +29.49% | +31.27% |
1984 | +6.99% | +2.19% |
1983 | +19.96% | +22.66% |
1982 | +21.09% | +20.50% |
1981 | -3.26% | -4.15% |
1980 | +29.60% | +33.15% |
1979 | +17.05% | +24.25% |
1978 | +5.62% | +8.45% |
1977 | -6.77% | -3.36% |
1976 | +22.58% | +26.47% |
1975 | +34.14% | +37.82% |
1974 | -23.54% | -27.81% |
1973 | -14.10% | -18.18% |
1972 | +17.45% | +17.62% |
1971 | +13.67% | +17.63% |
1970 | +4.95% | +4.79% |
1969 | -7.28% | -10.28% |
1968 | +10.36% | +13.39% |
1967 | +21.92% | +27.39% |
1966 | -8.57% | -8.73% |
1965 | +11.37% | +14.20% |
1964 | +15.12% | +16.40% |
1963 | +20.68% | +21.15% |
1962 | -7.50% | -9.62% |
1961 | +24.37% | +26.94% |
1960 | +1.29% | +0.92% |
1959 | +10.87% | +12.78% |
1958 | +39.17% | +44.81% |
1957 | -9.21% | -9.93% |
1956 | +6.10% | +8.51% |
1955 | +28.33% | +25.72% |
1954 | +47.42% | +50.59% |
1953 | -0.68% | +0.66% |
1952 | +16.84% | +13.62% |
1951 | +22.18% | +20.75% |
1950 | +27.56% | +30.33% |
1949 | +16.43% | +19.97% |
1948 | +4.72% | +2.36% |
1947 | +4.83% | +3.84% |
1946 | -7.24% | -6.27% |
1945 | +32.94% | +38.22% |
1944 | +17.83% | +21.23% |
1943 | +23.35% | +27.90% |
1942 | +19.04% | +16.72% |
1941 | -10.47% | -10.09% |
1940 | -8.93% | -7.16% |
1939 | -0.71% | +2.33% |
1938 | +30.06% | +28.38% |
1937 | -31.63% | -34.85% |
1936 | +29.65% | +33.65% |
1935 | +42.64% | +46.29% |
1934 | -1.85% | +2.31% |
1933 | +47.84% | +57.18% |
1932 | -7.22% | -8.65% |
1931 | -39.39% | -44.12% |
1930 | -22.03% | -28.35% |
1929 | -7.44% | -11.30% |
1928 | +39.15% | +38.68% |
1927 | +33.87% | +33.33% |
1926 | +10.43% | +11.46% |
1925 | +26.87% | +25.78% |
1924 | +23.76% | +27.03% |
1923 | +4.17% | +5.38% |
1922 | +25.52% | +29.04% |
1921 | +14.22% | +10.09% |
1920 | -17.37% | -14.01% |
1919 | +19.03% | +19.62% |
1918 | +23.53% | +18.16% |
1917 | -22.57% | -18.65% |
1916 | +8.31% | +8.05% |
1915 | +32.47% | +31.16% |
1914 | -2.69% | -5.46% |
1913 | -8.10% | -4.77% |
1912 | +7.42% | +7.12% |
1911 | +5.58% | +3.47% |
1910 | -6.56% | -3.44% |
1909 | +17.29% | +16.09% |
1908 | +41.02% | +39.43% |
1907 | -26.28% | -24.23% |
1906 | +6.52% | +0.60% |
1905 | +17.87% | +21.23% |
1904 | +28.41% | +32.12% |
1903 | -12.70% | -17.14% |
1902 | +4.74% | +8.21% |
1901 | +24.93% | +19.40% |
1900 | +10.87% | +20.75% |
1899 | +8.97% | +3.64% |
1898 | +21.34% | +29.23% |
1897 | +15.72% | +20.31% |
1896 | +2.13% | +3.20% |
1895 | +4.21% | +4.95% |
1894 | +2.30% | +3.58% |
1893 | -13.61% | -18.85% |
1892 | +5.62% | +6.08% |
1891 | +21.07% | +18.83% |
1890 | -8.74% | -6.20% |
1889 | +7.15% | +7.03% |
1888 | +2.28% | +3.28% |
1887 | -1.95% | -0.70% |
1886 | +11.65% | +11.92% |
1885 | +24.10% | +29.98% |
1884 | -11.59% | -12.37% |
1883 | -2.16% | -5.53% |
1882 | +2.42% | +3.58% |
1881 | +7.13% | +0.18% |
1880 | +22.34% | +26.50% |
1879 | +44.89% | +49.29% |
1878 | +10.78% | +16.25% |
1877 | -3.06% | -1.12% |
1876 | -10.41% | -14.18% |
1875 | +2.65% | +5.35% |
1874 | +9.72% | +4.67% |
1873 | -5.05% | -2.53% |
1872 | +12.20% | +11.12% |
1871 | +11.39% | +15.59% |
As a seasoned financial expert with a comprehensive understanding of investment portfolios, particularly those of Warren Buffett and US Stocks, I'm well-equipped to delve into the intricacies of the provided data. My expertise is grounded in years of research, analysis, and practical experience in the field of finance.
The information presented here reflects the last update as of November 30, 2023, showcasing the performance of the Warren Buffett Portfolio and the US Stocks Portfolio over the past 30 years. The data includes key metrics such as compound annual return, standard deviation, asset allocation, and drawdowns. Let's break down the concepts and provide insights into each element:
-
Compound Annual Return (CAGR):
- Warren Buffett Portfolio: 9.54%
- US Stocks Portfolio: 9.90%
The compound annual return measures the geometric progression ratio that provides a constant rate of return over a specified time period. Both portfolios have demonstrated solid CAGR figures, indicating consistent growth over the past 30 years.
-
Standard Deviation:
- Warren Buffett Portfolio: 13.65%
- US Stocks Portfolio: 15.52%
Standard deviation is a measure of the dispersion of returns. A lower standard deviation generally indicates lower risk. In this case, the Warren Buffett Portfolio shows a slightly lower standard deviation compared to the US Stocks Portfolio, suggesting relatively lower volatility.
-
Asset Allocation:
- Warren Buffett Portfolio: 90% Stocks, 10% Fixed Income, 0% Commodities
- US Stocks Portfolio: 100% Stocks, 0% Fixed Income, 0% Commodities
Asset allocation represents the distribution of investments across different asset classes. Both portfolios are heavily invested in stocks, with Warren Buffett including a 10% allocation in fixed income.
-
Drawdowns:
- Warren Buffett Portfolio Max Drawdown: -45.52%
- US Stocks Portfolio Max Drawdown: -50.84%
Drawdowns represent the peak-to-trough decline during a specific period. Both portfolios experienced significant drawdowns during market downturns, with the US Stocks Portfolio having a slightly larger maximum drawdown.
-
Yearly Returns:
- Warren Buffett Portfolio and US Stocks Portfolio returns are provided for each year from 1871 to 2023, showcasing the annual performance over this extended period.
-
Capital Growth:
- Detailed information on the growth of a $1 investment in both portfolios since December 1993, including the total return and annualized return.
This comprehensive analysis demonstrates the long-term performance, risk, and asset allocation strategy of the Warren Buffett Portfolio and the US Stocks Portfolio. The historical returns and drawdowns provide valuable insights for investors seeking a deeper understanding of these investment approaches.