Growth of $10,000: Warren Buffett Portfolio
A $10,000 investment in the Warren Buffett Portfolio at the start of 1996 would have grown to $155,514 by 2026 — about 15.6× the original stake over 30 years, based on historical data.
30-Year Growth of $10,000
What the numbers mean
Over this 30-year window the Warren Buffett Portfolio compounded at roughly 9.58%per year. That growth was not a straight line: the strategy's worst peak-to-trough decline reached -45.8%, a reminder that even the steadiest allocations go through painful stretches.
Its best single year returned +30.6% (2003), while its worst year fell -34.0% (2008). Adjusted for inflation, the ending $155,514 is worth about $67,917 in 1996 dollars — the real purchasing power your money would have gained after rising prices are stripped out.
These figures assume the strategy's target weights (the simple 90/10 split buffett said he directed for his own family's inheritance.) rebalanced annual, with no additional contributions or withdrawals. To model your own contributions, withdrawal rate, or a different mix, open this allocation in the portfolio simulator.
Annual Returns
| '96 | '97 | '98 | '99 | '00 | '01 | '02 | '03 | '04 | '05 | '06 | '07 | '08 | '09 | '10 | '11 | '12 | '13 | '14 | '15 | '16 | '17 | '18 | '19 | '20 | '21 | '22 | '23 | '24 | '25 | '26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| +10 | +25 | +29 | +10 | +0 | -14 | -20 | +31 | +6 | +9 | +14 | -1 | -34 | +29 | +20 | +4 | +15 | +19 | +13 | -1 | +18 | +24 | -2 | +20 | +16 | +21 | -8 | +19 | +24 | +15 | +11 |
Hypothetical historical performance based on backtested data. Past performance does not guarantee future results. This site is for educational purposes only and does not constitute investment advice. Full disclaimer