The Golden Butterfly Portfolio was developed by PortfolioCharts and profiled on their website.
It looks to match the high performance of the Total Stock Market but with the low volatility of the Permanent Portfolio.
The portfolio invest 40% in equities, 40% in bonds, and 20% in gold.
Weight | Ticker | ETF Name | Sector | |
|---|---|---|---|---|
20% | VTI | Vanguard Total Stock Market ETF | Equity, U.S., Large Cap | |
20% | SHY | iShares 1-3 Year Treasury Bond ETF | Bond, U.S., Short-Term | |
20% | TLT | iShares 20+ Year Treasury Bond ETF | Bond, U.S., Long-Term | |
20% | GLD | SPDR Gold Trust | Commodity, Gold | |
20% | IWN | iShares Russell 2000 Value ETF | Equity, U.S., Small Cap, Value |
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Low | Average | High | |
|---|---|---|---|
1-Year | -15.0% | 7.9% | 27.2% |
3-Year | 0.6% | 8.0% | 17.5% |
5-Year | 3.4% | 7.8% | 13.0% |
10-Year | 4.4% | 8.0% | 10.3% |
Portfolio | 60/40 | S&P 500 | |
|---|---|---|---|
Annual Return | 7.5% | 9.3% | 10.3% |
10Y Annual Return | 5.1% | 7.9% | 12.2% |
Sharpe Ratio | 0.70 | 0.51 | 0.43 |
Max Drawdown | -18.0% | -29.7% | -50.97% |
Volatility (annualized) | 7.5% | 9.9% | 15.4% |
Dot Com Annual Return | 4.4% | -4.2% | -14.60% |
Great Financial Crisis Annual Return | 4.8% | -0.3% | -5.66% |
Positive Periods | 65.3% | 65.8% | 63.3% |
**S&P 500 backtest to 1972 and 60/40 backtest to 1970
