Portfolio vs. 60/40 vs. S&P 500
All Data
10 Years
**S&P 500 backtest to 1972 and 60/40 backtest to 1970
Golden Butterfly Portfolio
Details
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.
Asset Allocation & Recommended ETFs
Performance Metrics
All Data
10 Years
Annual Return
7.5%
Sharpe Ratio
0.70
10 Year Annual Return
5.1%
Volatility (annualized)
7.5%
Max Drawdown
-18.0%
Positive Periods
65.3%
Dot Com Annual Return
4.4%
Great Financial Crisis Return
4.8%
Trade Frequency
Static
Ulcer Performance Index
1.5
How to Invest in the Golden Butterfly Portfolio
M1 Finance is the recommended platform to invest in this portfolio. Find out why.
