Robo-Technology

Enduring Portfolio™

25 years of fully-automated investing
No human intervention
$1 million became $126 million
21.4% annualized returns

On This Page

$126.43M
Final Value (from $1M)
21.4%
Annualized Return
25
Years Backtested
78%
Positions Closed Profitably

Past performance is not indicative of future results. Backtest results are hypothetical. See full disclosures.

25-Year Performance: Growth of $1

This chart shows how $1 invested on December 31, 1999 would have grown through December 31, 2024. The logarithmic scale reveals the consistent outperformance across all market conditions.

Enduring Portfolio
Berkshire Hathaway
S&P 500

Why logarithmic scale? A log scale shows percentage changes consistently. A move from $1 to $2 (100% gain) appears the same size as a move from $50 to $100 (also 100% gain). This reveals the true consistency of compounding returns over time.

Past performance is not indicative of future results. This is a hypothetical backtest, not actual trading results. See full disclosures.

How the Enduring Portfolio Works

The Enduring Portfolio is a fully-automated system.
Once the rules are set, the computer executes every decision without human intervention.

🔍

Buy Logic

The system scans the market daily using ERS's proprietary ratings. When a stock meets all quality thresholds and valuation criteria, it's automatically added to the portfolio.

🛡️

Sell Logic

When a holding's ratings deteriorate below acceptable thresholds, the system automatically exits the position. No emotional attachment. No hoping for recovery.

🤖

Zero Human Intervention

Every trade in the 25-year backtest was executed by algorithm. No discretionary overrides. No "this time is different" exceptions. Pure systematic investing.

📊

Rating-Driven Decisions

All buy and sell decisions are based on ERS's 9 proprietary ratings. The same validated methodology that powers our FSN™ and 4D™ studies drives every portfolio action.

Performance vs. Benchmarks

The Enduring Portfolio didn't just beat the market. It dominated the greatest investor of all time.

Enduring Portfolio

21.4%
annualized return
$1 became
$126.43

Berkshire Hathaway

10.5%
annualized return
$1 became
$12.14

S&P 500 Index

7.7%
annualized return
$1 became
$6.39

The Enduring Portfolio produced 10x more wealth than Berkshire Hathaway
and 20x more wealth than the S&P 500.

Past performance is not indicative of future results. See full disclosures.

The Robo-Advisor Opportunity

Over 70% of Americans prefer passive investing to active investing.
Robo-advisors now manage $1.37 trillion and growing rapidly.

ERS's Enduring Portfolio technology outperforms every robo-advisor in the marketplace.
We're seeking joint venture partners to bring this extraordinary technology to market.

Past performance is not indicative of future results. Backtest results are hypothetical and do not represent actual trading.

Interested in Partnering?

The Enduring Portfolio represents a breakthrough in automated investing.
Contact us to explore partnership opportunities.