Golden Butterfly Portfolio


Asset Allocation

Asset ClassSymbolWeight %
US Total Mkt EquitiesVTI20.0
US Small Cap Value EquitiesVBR20.0
Short-Term US TreasuriesSHY20.0
Long-Term US TreasuriesTLT20.0
GoldIAU20.0

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.

Total Return Over Time

No Taxes, No Rebalancing.

>
Weekly Market Updates