Copy Warren Buffett
Backtest results
Metrics
1Y · since Oct 2025Copy Warren Buffett | |
|---|---|
| Total Return | +10.94% |
| CAGR | +11.03% |
| Sharpe | 0.97 |
| Calmar | 1.37 |
| Max DD | -8.03% |
| Volatility | 11.51% |
| Win Rate | 53.0% |
Last year of a hypothetical backtest, Oct 30, 2025 to Oct 30, 2026. Create an account to see the full history.
About this strategy
A steady mix of broad-market equity and short-term Treasury (Vanguard S&P 500 ETF [VOO] and Vanguard Short-Term Treasury ETF [VGSH]) is held in fixed proportions, rebalanced only periodically. The allocation balances growth potential with liquidity and stability, keeping the portfolio anchored in the U.S. market while providing a low-risk buffer.
Current allocation
What the rules select as of Oct 30, 2026.
Frequently asked questions
What is Copy Warren Buffett?
A steady mix of broad-market equity and short-term Treasury (Vanguard S&P 500 ETF [VOO] and Vanguard Short-Term Treasury ETF [VGSH]) is held in fixed proportions, rebalanced only periodically. The allocation balances growth potential with liquidity and stability, keeping the portfolio anchored in the U.S. market while providing a low-risk buffer.
What is Copy Warren Buffett holding today?
As of Oct 30, 2026, Copy Warren Buffett allocates to VOO 90%, VGSH 10%.
How has Copy Warren Buffett performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, Copy Warren Buffett returned +11.4% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of Copy Warren Buffett?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of Copy Warren Buffett in a hypothetical backtest was -8%.
How do I use Copy Warren Buffett?
Open Copy Warren Buffett in Quantly to rerun the backtest, adjust the rules, and paper trade it. You can also connect a supported brokerage to trade your version live.
Backtest results are hypothetical and do not guarantee future returns. Strategies are shared by Quantly users for research only and are not investment advice.