Warren Buffett 80/20 technology (QQQ+BND)
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
BND Vanguard Total Bond Market ETF | Total Bond Market | 20% |
QQQ Invesco QQQ | Large Cap Blend Equities | 80% |
Performance
Performance Chart
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The earliest data available for this chart is Apr 10, 2007, corresponding to the inception date of BND
Returns By Period
As of May 21, 2025, the Warren Buffett 80/20 technology (QQQ+BND) returned 2.12% Year-To-Date and 14.60% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 1.00% | 12.45% | 0.40% | 11.91% | 15.04% | 10.82% |
| Warren Buffett 80/20 technology (QQQ+BND) | 2.12% | 13.56% | 3.46% | 13.27% | 14.77% | 14.60% |
| Portfolio components: | ||||||
QQQ Invesco QQQ | 1.92% | 17.15% | 3.66% | 15.07% | 18.59% | 17.68% |
BND Vanguard Total Bond Market ETF | 1.87% | -0.12% | 1.43% | 4.65% | -1.06% | 1.45% |
Monthly Returns
The table below presents the monthly returns of Warren Buffett 80/20 technology (QQQ+BND), with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.85% | -1.74% | -6.02% | 1.20% | 7.30% | 2.12% | |||||||
| 2024 | 1.42% | 3.97% | 1.20% | -3.98% | 5.24% | 5.37% | -0.87% | 1.18% | 2.35% | -1.18% | 4.51% | 0.06% | 20.54% |
| 2023 | 9.18% | -0.80% | 8.20% | 0.52% | 6.09% | 5.07% | 3.07% | -1.33% | -4.58% | -1.96% | 9.56% | 5.20% | 44.02% |
| 2022 | -7.40% | -3.77% | 3.04% | -11.65% | -1.06% | -7.34% | 10.49% | -4.69% | -9.32% | 2.96% | 5.18% | -7.44% | -28.82% |
| 2021 | 0.04% | -0.41% | 1.12% | 4.91% | -0.94% | 5.24% | 2.52% | 3.35% | -4.79% | 6.30% | 1.66% | 0.86% | 21.14% |
| 2020 | 2.83% | -4.53% | -6.05% | 12.53% | 5.52% | 5.25% | 6.19% | 8.71% | -4.71% | -2.55% | 9.20% | 3.98% | 40.29% |
| 2019 | 7.44% | 2.41% | 3.55% | 4.40% | -6.31% | 6.28% | 1.90% | -0.98% | 0.62% | 3.57% | 3.28% | 3.14% | 32.66% |
| 2018 | 6.75% | -1.25% | -3.20% | 0.24% | 4.70% | 0.92% | 2.23% | 4.78% | -0.33% | -7.05% | -0.07% | -6.38% | 0.35% |
| 2017 | 4.14% | 3.64% | 1.64% | 2.34% | 3.27% | -1.86% | 3.33% | 1.84% | -0.33% | 3.68% | 1.57% | 0.60% | 26.43% |
| 2016 | -5.27% | -1.04% | 5.53% | -2.47% | 3.47% | -1.41% | 5.85% | 0.79% | 1.81% | -1.35% | -0.16% | 0.99% | 6.33% |
| 2015 | -1.18% | 5.44% | -1.79% | 1.47% | 1.70% | -2.22% | 3.82% | -5.55% | -1.56% | 9.14% | 0.43% | -1.31% | 7.82% |
| 2014 | -1.23% | 4.20% | -2.23% | -0.10% | 3.80% | 2.53% | 0.89% | 4.25% | -0.72% | 2.26% | 3.82% | -1.79% | 16.46% |
Expense Ratio
Warren Buffett 80/20 technology (QQQ+BND) has an expense ratio of 0.17%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Warren Buffett 80/20 technology (QQQ+BND) is 40, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
QQQ Invesco QQQ | 0.60 | 1.03 | 1.14 | 0.69 | 2.26 |
BND Vanguard Total Bond Market ETF | 0.89 | 1.19 | 1.14 | 0.34 | 2.05 |
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Dividends
Dividend yield
Warren Buffett 80/20 technology (QQQ+BND) provided a 1.21% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.21% | 1.18% | 1.11% | 1.16% | 0.73% | 0.89% | 1.14% | 1.29% | 1.18% | 1.35% | 1.30% | 1.68% |
| Portfolio components: | ||||||||||||
QQQ Invesco QQQ | 0.57% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
BND Vanguard Total Bond Market ETF | 3.77% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Warren Buffett 80/20 technology (QQQ+BND). A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Warren Buffett 80/20 technology (QQQ+BND) was 44.30%, occurring on Nov 20, 2008. Recovery took 475 trading sessions.
The current Warren Buffett 80/20 technology (QQQ+BND) drawdown is 2.38%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.3% | Nov 1, 2007 | 267 | Nov 20, 2008 | 475 | Oct 12, 2010 | 742 |
| -31.46% | Nov 22, 2021 | 240 | Nov 3, 2022 | 280 | Dec 15, 2023 | 520 |
| -23.44% | Feb 20, 2020 | 22 | Mar 20, 2020 | 49 | Jun 1, 2020 | 71 |
| -18.37% | Feb 20, 2025 | 34 | Apr 8, 2025 | — | — | — |
| -18.09% | Aug 30, 2018 | 80 | Dec 24, 2018 | 67 | Apr 2, 2019 | 147 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 2 assets, with an effective number of assets of 1.47, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | BND | QQQ | Portfolio | |
|---|---|---|---|---|
| ^GSPC | 1.00 | -0.16 | 0.89 | 0.89 |
| BND | -0.16 | 1.00 | -0.12 | -0.06 |
| QQQ | 0.89 | -0.12 | 1.00 | 1.00 |
| Portfolio | 0.89 | -0.06 | 1.00 | 1.00 |