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Berkshire Hathaway savings plan: what would your monthly amount be worth?

Q: How often did a 10-year plan pay off?

99.6% of periods ended in profit. Best start: Mar 2015 (2.4× what was paid in). Worst start: Feb 1999 (1× what was paid in).

Q: Monthly plan or all at once?

Monthly plan: $11,263. All at the start: $19,156. When prices rise, investing everything at once usually wins. A monthly plan spreads the risk of a bad entry over many points in time.

With $50 a month since Nov 2016 you'd have $11,263 today, having paid in $6,000.

Nov 2016Oct 2026

Savings plan table

Monthly amount and time frame, each calculated up to today.

	5 years	10 years	20 years
$25 a month	$1,940$1,500 paid in	$5,631$3,000 paid in	$22,396$6,000 paid in
$50 a month	$3,880$3,000 paid in	$11,263$6,000 paid in	$44,792$12,000 paid in
$100 a month	$7,760$6,000 paid in	$22,526$12,000 paid in	$89,583$24,000 paid in

How often did a 10-year plan pay off?

We calculated every possible 10-year period since May 1996 (246 start months).

99.6%

of periods ended in profit

Best start

Mar 2015

2.4× what was paid in

Worst start

Feb 1999

1× what was paid in

Typical (median): 1.8× what was paid in

Monthly plan or all at once?

Same money over the last 10 years: $6,000 either spread monthly or invested at the start.

Monthly plan

$11,263

All at the start

$19,156

When prices rise, investing everything at once usually wins. A monthly plan spreads the risk of a bad entry over many points in time.

Calculate your own More about Berkshire Hathaway

Values in USD, month-start prices, excluding dividends, costs and taxes. Past performance is no guarantee.