Warren Buffett – Berkshire Hathaway

Performance

1 year

9.29%

2 years

14.46%

3 years

11.04%

5 years

N/A

About

Inspired by the strategy of one of the most successful investors in history, this portfolio focuses on strong companies like Apple—blending quality, stability, and long-term growth.

Portfolios are not based on your needs or risk profile. Portfolios will not be rebalanced and allocations will not be updated in any way, except by you or corporate actions.

Learn more about this portfolio methodology. This plan was last updated on October 23, 2025.

Diversification does not eliminate risk. Portfolio options are not a recommendation of a portfolio or its individual holdings or its default allocations. You should do your own research before investing in a portfolio.

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