This portfolio follows Warren Buffett's 90/10 investment advice, allocating 90% to a low-cost S&P 500 index fund and 10% to short-term government bonds. The strategy is designed for simplicity, broad market exposure, and low fees.
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
CSPX.LSE iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087 | ETF | 90.0% | 0.07% |
CBU3.LSE iShares USD Treasury Bond 1-3yr UCITS ETF (Acc) • IE00B3VWN179 | ETF | 10.0% | 0.07% |
| Total | 100.0% | 0.07% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.6% | -0.6% | -5.7% | +5.6% | - | - | - | - | - | - | - | - | -0.5% |
| 2025 | +2.9% | -3.2% | -5.0% | -0.5% | +6.3% | +4.7% | +3.0% | +1.1% | +2.8% | +2.7% | +0.1% | +0.8% | +16.3% |
| 2024 | +1.9% | +3.6% | +3.3% | -3.0% | +2.5% | +5.3% | +0.6% | +1.3% | +2.5% | -0.2% | +5.0% | -1.5% | +23.1% |
| 2023 | +5.2% | -1.3% | +2.5% | +1.7% | +0.4% | +5.9% | +3.1% | -1.1% | -4.1% | -2.9% | +8.4% | +5.0% | +24.5% |
| 2022 | -5.8% | -1.6% | +4.2% | -7.1% | -2.0% | -7.3% | +7.4% | -2.4% | -7.1% | +5.1% | +2.1% | -2.7% | -17.2% |
| 2021 | +0.1% | +2.7% | +3.4% | +4.7% | +0.8% | +1.8% | +2.3% | +2.9% | -3.6% | +5.3% | -0.1% | +3.8% | +26.4% |
| 2020 | +0.6% | -8.7% | -8.2% | +9.3% | +3.1% | +2.0% | +5.0% | +7.0% | -2.9% | -2.9% | +9.3% | +3.5% | +16.2% |
| 2019 | +7.0% | +3.2% | +1.4% | +3.5% | -5.0% | +5.7% | +2.6% | -2.6% | +1.9% | +1.6% | +3.7% | +2.4% | +27.9% |
| 2018 | +4.4% | -2.6% | -3.6% | +1.6% | +1.5% | +1.0% | +2.6% | +2.8% | +0.7% | -6.2% | +0.9% | -7.3% | -4.8% |
| 2017 | +0.6% | +4.1% | +0.2% | +0.8% | +1.0% | +0.8% | +1.9% | -0.1% | +1.9% | +2.3% | +2.5% | +2.0% | +19.5% |
| 2016 | -6.2% | +2.0% | +5.2% | -0.3% | +2.0% | -0.4% | +4.1% | -0.1% | +0.2% | -1.5% | +3.4% | +2.1% | +10.4% |
| 2015 | -3.2% | +4.8% | -1.2% | +1.0% | +0.4% | -1.7% | +2.2% | -4.9% | -3.5% | +8.4% | -0.0% | -1.0% | +0.5% |
| 2014 | -2.6% | +4.0% | +0.3% | +0.5% | +2.3% | +2.1% | -0.8% | +3.0% | -0.7% | +1.5% | +2.9% | +0.6% | +13.7% |
| 2013 | +7.0% | +1.5% | +2.8% | +1.6% | +3.9% | -2.4% | +4.7% | -3.2% | +3.0% | +4.5% | +2.7% | +1.6% | +31.0% |
| 2012 | +3.2% | +4.1% | +2.9% | -0.6% | -6.0% | +3.8% | +2.2% | +1.8% | +1.7% | -1.8% | +0.7% | -1.3% | +10.7% |
| 2011 | +2.0% | +3.1% | +0.2% | +2.2% | -1.2% | -2.0% | -0.4% | -9.0% | -2.0% | +9.8% | -1.6% | +2.2% | +2.2% |
| 2010 | - | - | - | - | - | - | - | - | - | +2.4% | -0.4% | +6.1% | +8.2% |