Berkshire Hathaway & the S&P 500 Won’t Deliver High Returns for the Next 10–15 Years
Berkshire Hathaway’s returns have declined as its grown. With a market cap approaching $1 Trillion previous outstanding returns aren't coming back.
Hear it From Warren
“From the S&P, you’re not going to get the historic return of 10% a year for the next decade. You will get something less"
Hear it From Howard
"The odds that the S&P delivers over 5% per year for the next 10–15 years approximates zero. It’s not going to be 5%, it’s going to be less than 3%."
Hear it From Mohnish
Results From "Imitation is the Sincerest Form of Flattery: Warren Buffett & Berkshire Hathaway" Research
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S&P 500 Index
$10,000 turned into $335,000 at an 11.99%
annual rate of return.
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Copycat Portfolio of Berkshire Hathaway
$10,000 turned into $2,199,863 at an 19.00% annual rate of return.
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Berkshire Hathaway Stock Portfolio
$10,000 turned into $2,693,624 at an 19.78% annual rate of return.
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Berkshire Hathaway
$10,000 turned into $12,219,987 at an 25.77% annual rate of return.
Copying the Best Beats Doing It Alone
Copycat Wealth has 30 copycat portfolios in total from 2014-2023. Our portfolio performance metrics reflect a decade of rigorous quantitative copycat investing that consistently outperformed the market while managing risk.
Plus Copycat Portfolios
Annual Rate of Return
From 14.39% to 24.50%
Number of Portfolios
4
Annual Returns Above 18%
0%
Pro Copycat Portfolios
Annual Rate of Return
From 14.39% to 21.50%
Number of Portfolios
12
Annual Returns Above 18%
70%
Max Copycat Portfolios
Annual Rate of Return
From 14.39% to 24.50%
Number of Portfolios
30
Annual Returns Above 18%
21/30 (70%) Portfolios
Our Investing Philosophy & Strategy
Super Value Investors applies a value investing philosophy by copying the portfolios of the world’s top value investors. We simplify long-term wealth building with a research-backed, hands-off approach.
Our Strategy Is Built on Three Core Principles
Copying Super
Investors Works
Our proprietary research shows that copying great investors can dramatically outperform the market over time. We focus on copying, high-performing value investors with a track record of success.
Not Every Stock
Is Worth Copying
Even the best investors make mistakes. We use quantitative modeling, financial analysis, and historical performance tracking to filter out weak investment picks and focus only on high-probability winners.
Portfolio Strategy
Is Essential
Copying great investors is more than just stock selection; it’s about building a winning portfolio. We focus on building a portfolio with positive asymmetry and minimal downside in order to build long-term wealth.
The Six Most Important Criteria Behind Our Portfolios
Investing Performance
We measure each investor’s rate of return and how they perform compared to the S&P 500. We identify which investors consistently outperform the market over time.
Industry Expertise
We evaluate the industries where each investor demonstrates deep expertise. Based on performance, we define each investor’s circle of competence and assess how disciplined they are in staying within or thoughtfully expanding it.
Portfolio Concentration
We examine how much capital an investor allocates to their top stock ideas. A concentrated portfolio reflects strong conviction, and we study each high-conviction position in detail to understand its rationale and long-term potential.
Holding Periods
We analyze how long investors hold their positions. Longer holding periods reflects a long-term investing approach. This give us time to copy their ideas and benefit from the upside.
Batting Average
Just like in sports, we measure how often each investor selects winning stocks. A high batting average reflects consistency and skill. Understanding the percentage of winning versus losing investments helps us evaluate top investors.
Asymmetry Ratio
We compare the size of gains from winning investments to the size of losses from unsuccessful ones. Top investors don’t just win more often. They win big when they’re right and lose small when they’re wrong. This positive asymmetry drives high investment returns.
We bring together the top ideas from super value investors into a high performance and diversified portfolio built to maximizing long-term returns while managing risk.
Great Investors Believe That Copying the Best Is a Smart Strategy To Beat the Market
Small differences in annual returns can add up to life-changing amounts over time.
Whether it’s through high advisor fees, emotional mistakes with DIY investing, or settling for average returns with index funds, the result is the same—small differences in performance can lead to life-changing differences in wealth.
Super Value Investors is built to fix that—with a flat fee, no performance cuts, and access to the world’s best ideas.
"When I was 21 years old, I looked at all the stocks owned by Graham–Newman Corp. I got some of my ideas that way."
Hear it From Warren
"Of course it's useful to look at what other great investors are doing. I would look at what every great investor is doing."
Hear it From Charlie
"Of course it's useful to look at what other great investors are doing. I would look at what every great investor is doing."
Hear it From Mohnish
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