Tony Robbins recounts a personal conversation with Warren Buffett, who disclosed the investment mix he would use to protect his family’s wealth—centered on low-cost index funds and Berkshire Hathaway shares. The anecdote underscores a long-term, disciplined approach that resonates with value investing principles.
- Buffett would allocate 90% to low-cost index funds, specifically VOO and SPY
- The remaining 10% would be invested in BRK.A and BRK.B shares
- VOO and SPY have delivered ~10% annualized returns over 25 years
- BRK.A and BRK.B have historically outperformed the broader market
- The strategy emphasizes simplicity, discipline, and long-term compounding
- The anecdote reflects a shift toward value-driven, low-turnover investing
Tony Robbins recently shared an exclusive insight from a private conversation with Warren Buffett, revealing the investment portfolio Buffett would select to safeguard his family’s financial future. According to Robbins, Buffett physically emphasized the point, gripping his arm and declaring, 'It’s so simple.' The strategy, Buffett explained, centers on a diversified, low-cost foundation built around broad-market exposure and Berkshire Hathaway ownership. The core of the portfolio includes 90% in low-cost index funds, specifically VOO (Vanguard S&P 500 ETF) and SPY (SPDR S&P 500 ETF), which track the S&P 500 index. The remaining 10% is allocated to Berkshire Hathaway Class A (BRK.A) and Class B (BRK.B) shares—Buffett’s own company—reflecting his confidence in its long-term prospects. These holdings represent a blend of passive market exposure and concentrated ownership in a proven, durable business model. The significance of this allocation lies in its simplicity and discipline. VOO and SPY have historically delivered annualized returns of approximately 10% over the past 25 years, while BRK.A and BRK.B have consistently outperformed the market due to Berkshire’s diversified holdings and strong capital management. Buffett’s choice to place 10% in his own company underscores a deep belief in intrinsic value, corporate governance, and long-term compounding. The anecdote is likely to influence retail investors seeking clarity amid market volatility. As interest in passive investing and long-term wealth preservation grows, this narrative reinforces the effectiveness of index funds and the enduring value of owning high-quality equities. Financial advisors may reference the strategy to guide clients toward simplicity and consistency, particularly in uncertain economic climates.