Warren Buffett ETF Portfolio (90/10) – Performance Video, Returns Analysis

In a 2013 letter to Berkshire Hathaway investors, Buffett noted that, upon his passing, the trustee of his wife’s inheritance was instructed to put 90% of her money into a very low-fee stock index fund and 10% into short-term government bonds. This is what is now known as the “Warren Buffet ETF Portfolio (90/10). Let’s find out what the strategy means.

The Warren Buffett ETF Portfolio (90/10) refers to a strategy of investing 90% of funds in low-cost, passively managed S&P 500 index ETFs and 10% in government bonds. This approach is based on the investment philosophy of Warren Buffett, who is known for his belief in passive investing and avoiding high-cost, actively managed funds. The strategy aims to provide long-term growth with reduced risk and lower fees compared to actively managed portfolios.

In this post, we take a look at the Warren Buffett ETF Portfolio (90/10), and we end the article with a backtest to determine performance and returns. You will also find a video of this article at the bottom.