Golden Butterfly Portfolio
Summary
The Golden Butterfly Portfolio is an investment strategy that aims to balance risk and return by diversifying across multiple asset classes. It consists of equal allocations to 5 different assets: US stocks, US small-cap value stocks, long-term US bonds, short-term US Treasury bills, and gold. This portfolio is designed to provide both stability and growth by including assets that have historically shown low correlation with each other. This approach seeks to minimize downside risk while still capturing potential upside opportunities, making it an attractive option for investors looking for a balanced and diversified investment strategy.
Asset Allocation
| Asset Class | Symbol | Weight % |
|---|---|---|
| US Total Mkt Equities | VTI | 20.0 |
| US Small Cap Value Equities | VBR | 20.0 |
| Short-Term US Treasuries | SHY | 20.0 |
| Long-Term US Treasuries | TLT | 20.0 |
| Gold | IAU | 20.0 |
Total Return by Period
No Taxes, No Rebalancing., Last Update: Apr 02, 2025
| 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|
| 0.61% | 1.17% | 1.00% | 3.51% | 11.74% | 17.36% | 107.18% | 145.39% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|
| 11.72% | 12.41% | -12.99% | 28.07% | 14.81% | 17.77% | -3.79% | 11.03% | 9.63% | -3.25% |
Total Return Over Time
No Taxes, No Rebalancing.
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