The Warren Buffett golden rule that investors can't ignore

His golden returns are underpinned by this simple rule.

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Key points

  • Warren Buffett's key to success is surprisingly straightforward: purchase outstanding businesses and hold onto them for as long as possible, letting the power of compounding work its magic.
  • Patience, not prediction, is the cornerstone of Buffett's strategy; he avoids market speculation in favour of companies with enduring advantages, a principle easily applicable to ASX stocks like ResMed and TechnologyOne.
  • By focusing on businesses with solid earnings potential and long-term growth rather than market buzz, investors can emulate Buffett's approach and achieve lasting wealth.

Most people know Warren Buffett as one of the world's greatest investors.

But very few everyday investors actually follow the golden rule he credits for almost all of his success. A rule so boring and so uncomplicated, but so quietly powerful that most people overlook it.

Meanwhile, Buffett quietly turned a small investment partnership in the 1950s into a fortune worth an estimated US$160 billion.

What is Warren Buffett's rule?

The rule is very simple. Buy great businesses and hold them for as long as humanly possible.

This may sound obvious. But many investors don't actually do it. And that is why so few achieve Buffett-like results.

Let's break down what this looks like in practice, and how you can use this mindset to build wealth on the ASX.

Be patient

Buffett's entire strategy boils down to patience, not prediction

Many investors spend their time trying to guess what the market will do next. Buffett doesn't. He once said:

The stock market is designed to transfer money from the active to the patient.

His edge wasn't timing. It wasn't trading. Nor was it chasing hot ideas. It was identifying businesses he understood and holding them long enough for compounding to take over.

That's why he avoided speculation and focused on companies with durable advantages.

If you were to apply that to the ASX, the equivalents might be global compounder ResMed Inc. (ASX: RMD), tech leader TechnologyOne Ltd (ASX: TNE), and long-term growth machine Goodman Group (ASX: GMG).

These aren't get-rich-quick stocks. They're get-rich-slow stocks. Exactly the kind Buffett prefers.

Why this works

The biggest problem most investors face is impatience. They sell too early. They panic on dips. They move from one idea to the next. Buffett does none of that.

When Buffett buys a company, he asks a simple question: would I be happy owning this business if the stock market shut down for 10 years?

Imagine applying that question to your own portfolio. Suddenly, the noise disappears. Headlines stop mattering. Instead, the focus shifts to businesses with real earnings power, strong competitive moats, recurring revenue, and positive long-term outlooks.

Companies like Xero Ltd (ASX: XRO) and Life360 Inc. (ASX: 360) arguably fit this mould. They are global platforms with sticky customers and massive addressable markets.

But it doesn't have to be stocks. Buffett has openly said that if he were starting today with a small amount of money, he would simply buy an S&P 500 index fund, like the iShares S&P 500 ETF (ASX: IVV), and hold it forever.

Foolish takeaway

Buffett's rule is simple: buy great businesses, ignore the noise, and hold them for decades. Most investors never do it, and that's why most investors never achieve Buffett-like returns.

The good news? There's nothing stopping you from following in his footsteps.

Motley Fool contributor James Mickleboro has positions in Goodman Group, Life360, ResMed, Technology One, and Xero. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Goodman Group, Life360, ResMed, Technology One, Xero, and iShares S&P 500 ETF. The Motley Fool Australia has positions in and has recommended Life360, ResMed, and Xero. The Motley Fool Australia has recommended Goodman Group, Technology One, and iShares S&P 500 ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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