Data Source: from March 2010 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 01:59PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
1.30%
1 Day
Jul 05 2022, 01:59PM Eastern Time
0.37%
Current Month
July 2022

The Golden Butterfly 2x Leveraged Portfolio is a High Risk portfolio and can be implemented with 4 ETFs.

It's exposed for 40% on the Stock Market and for 20% on Commodities.

In the last 10 Years, the Golden Butterfly 2x Leveraged Portfolio obtained a 9.00% compound annual return, with a 13.33% standard deviation.

Asset Allocation and ETFs

The Golden Butterfly 2x Leveraged Portfolio has the following asset allocation:

40% Stocks
40% Fixed Income
20% Commodities

The Golden Butterfly 2x Leveraged Portfolio can be implemented with the following ETFs:

Weight Ticker ETF Name Investment Themes
20.00 % SSO ProShares Ultra S&P 500 2x, Equity, U.S., Large Cap
20.00 % SAA ProShares Ultra SmallCap600 2x, Equity, U.S.
40.00 % UST ProShares Ultra 7-10 Year Treasury 2x, Bond, U.S., Intermediate-Term
20.00 % UGL ProShares Ultra Gold 2x, Commodity, Gold
Most of Lazy Portfolios are made of common components (asset classes), very simple and well defined. For a more complete view, find out the most common ETFs you can use to build your portfolio.

Portfolio and ETF Returns

The Golden Butterfly 2x Leveraged Portfolio guaranteed the following returns.

According to the available data source, let's assume we built the portfolio on March 2010.

Portfolio returns are calculated in USD, assuming: July 2022 return is calculated on the hypothesis of a newly built portfolio, with the starting asset allocation.
GOLDEN BUTTERFLY 2X LEVERAGED PORTFOLIO RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 05 2022, 01:59PM Eastern Time
Swipe left to see all data
  Chg (%) Return (%)
Return (%) as of Jun 30, 2022
  1 Day Time ET(*) Jul 2022 1M 6M 1Y 5Y(*) 10Y(*)
Golden Butterfly 2x Leveraged Portfolio -1.30 0.37 -7.87 -24.46 -19.63 6.82 9.00
US Inflation Adjusted return -7.87 -27.40 -25.29 3.10 6.38
Components
SSO
ProShares Ultra S&P 500
-1.99 01:59PM
Jul 05 2022
0.07 -16.73 -38.61 -24.68 15.42 21.28
SAA
ProShares Ultra SmallCap600
-2.20 01:36PM
Jul 05 2022
-0.15 -17.51 -37.27 -35.88 4.21 15.80
UST
ProShares Ultra 7-10 Year Treasury
1.20 01:39PM
Jul 05 2022
3.38 -1.93 -20.45 -21.16 -0.63 0.66
UGL
ProShares Ultra Gold
-4.73 01:43PM
Jul 05 2022
-4.81 -3.55 -5.53 -1.26 8.44 -3.39
(*) Returns over 1 year are annualized
(*) Eastern Time (ET - America/New York)

US Inflation is updated to May 2022. Waiting for updates, inflation of Jun 2022 is set to 0%. Current inflation (annualized) is 1Y: 7.57% , 5Y: 3.61% , 10Y: 2.46%

Portfolio Dividends

In 2021, the Golden Butterfly 2x Leveraged Portfolio granted a 0.11% dividend yield. If you are interested in getting periodic income, please refer to the Golden Butterfly 2x Leveraged Portfolio: Dividend Yield page.

Historical Returns as of Jun 30, 2022

Historical returns and stats of Golden Butterfly 2x Leveraged Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.

GOLDEN BUTTERFLY 2X LEVERAGED PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from March 2010 to June 2022
Swipe left to see all data
Period Return (%)
as of Jun 2022
Return (%)
Infl.Adj.
Standard
Deviation (%)
Max
Drawdown (%)
Months
Pos - Neg
1M
Jun 2022
-7.87
-7.87
-7.87
Jun 2022 - Jun 2022
0 - 1
3M
-18.34
-19.39
-18.34
Apr 2022 - Jun 2022
0 - 3
6M
-24.46
-27.40
-24.46
Jan 2022 - Jun 2022
1 - 5
YTD
-24.46
-27.40
-24.46
Jan 2022 - Jun 2022
1 - 5
1Y
-19.63
-25.29
17.01
-24.46
Jan 2022 - Jun 2022
5 - 7
42% pos
3Y(*)
5.04
0.51
15.90
-24.46
Jan 2022 - Jun 2022
22 - 14
61% pos
5Y(*)
6.82
3.10
15.03
-24.46
Jan 2022 - Jun 2022
39 - 21
65% pos
10Y(*)
9.00
6.38
13.33
-24.46
Jan 2022 - Jun 2022
71 - 49
59% pos
MAX(*)
01 Mar 2010
11.45
8.83
13.79
-24.46
Jan 2022 - Jun 2022
92 - 56
62% pos
(*) Returns over 1 year are annualized

Returns and stats are calculated assuming a yearly rebalancing of the components weight. How do returns change with different rebalancing strategies?

Capital Growth as of Jun 30, 2022

An investment of 1000$, since July 2012, now would be worth 2367.51$, with a total return of 136.75% (9.00% annualized).

The Inflation Adjusted Capital now would be 1856.20$, with a net total return of 85.62% (6.38% annualized).
An investment of 1000$, since March 2010, now would be worth 3807.03$, with a total return of 280.70% (11.45% annualized).

The Inflation Adjusted Capital now would be 2837.97$, with a net total return of 183.80% (8.83% annualized).

Drawdowns

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-24.46% Jan 2022 Jun 2022 6 in progress 6
-13.21% Sep 2018 Dec 2018 4 Jun 2019 6 10
-12.82% Feb 2020 Mar 2020 2 Jun 2020 3 5
-9.83% Feb 2015 Sep 2015 8 Mar 2016 6 14
-7.59% Apr 2013 Jun 2013 3 Sep 2013 3 6
-6.97% Aug 2016 Nov 2016 4 Feb 2017 3 7
-6.78% Sep 2020 Oct 2020 2 Dec 2020 2 4
-5.71% Sep 2021 Sep 2021 1 Dec 2021 3 4
-5.57% Jul 2014 Sep 2014 3 Dec 2014 3 6
-5.55% Feb 2018 Apr 2018 3 Aug 2018 4 7
-3.36% Oct 2012 Oct 2012 1 Jan 2013 3 4
-2.70% May 2016 May 2016 1 Jun 2016 1 2
-1.52% Mar 2014 Apr 2014 2 Jun 2014 2 4
-0.70% Jun 2021 Jun 2021 1 Jul 2021 1 2
-0.55% Mar 2017 Mar 2017 1 Apr 2017 1 2
-0.52% Sep 2019 Sep 2019 1 Oct 2019 1 2
-0.37% May 2017 Jun 2017 2 Jul 2017 1 3
-0.14% Jan 2021 Jan 2021 1 Feb 2021 1 2
-0.11% Feb 2013 Feb 2013 1 Mar 2013 1 2
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-24.46% Jan 2022 Jun 2022 6 in progress 6
-13.21% Sep 2018 Dec 2018 4 Jun 2019 6 10
-12.82% Feb 2020 Mar 2020 2 Jun 2020 3 5
-9.83% Feb 2015 Sep 2015 8 Mar 2016 6 14
-9.39% Sep 2011 Sep 2011 1 Jan 2012 4 5
-7.59% Apr 2013 Jun 2013 3 Sep 2013 3 6
-6.97% Aug 2016 Nov 2016 4 Feb 2017 3 7
-6.78% Sep 2020 Oct 2020 2 Dec 2020 2 4
-5.71% Sep 2021 Sep 2021 1 Dec 2021 3 4
-5.63% May 2012 May 2012 1 Aug 2012 3 4
-5.57% Jul 2014 Sep 2014 3 Dec 2014 3 6
-5.55% Feb 2018 Apr 2018 3 Aug 2018 4 7
-5.28% May 2010 Jun 2010 2 Sep 2010 3 5
-3.36% Oct 2012 Oct 2012 1 Jan 2013 3 4
-2.92% Jun 2011 Jun 2011 1 Jul 2011 1 2
-2.70% May 2016 May 2016 1 Jun 2016 1 2
-1.66% Jan 2011 Jan 2011 1 Feb 2011 1 2
-1.52% Mar 2014 Apr 2014 2 Jun 2014 2 4
-0.70% Jun 2021 Jun 2021 1 Jul 2021 1 2
-0.55% Mar 2017 Mar 2017 1 Apr 2017 1 2

Rolling Returns ( more details)

Golden Butterfly 2x Leveraged Portfolio: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
13.45 40.49
Sep 2010 - Aug 2011
-19.63
Jul 2021 - Jun 2022
9.49%
2 Years
12.66 27.52
Mar 2010 - Feb 2012
1.13
Jul 2020 - Jun 2022
0.00%
3 Years
12.04 22.76
Jan 2019 - Dec 2021
5.04
Jul 2019 - Jun 2022
0.00%
5 Years
11.28 18.76
Mar 2010 - Feb 2015
6.15
Jan 2014 - Dec 2018
0.00%
7 Years
11.20 15.22
Mar 2010 - Feb 2017
7.56
Jul 2015 - Jun 2022
0.00%
10 Years
12.20 14.12
Sep 2010 - Aug 2020
9.00
Jul 2012 - Jun 2022
0.00%
(*) Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the Golden Butterfly 2x Leveraged Portfolio: Rolling Returns page.

Seasonality

Golden Butterfly 2x Leveraged Portfolio: in which months is it better to invest?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.

For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
2.04
67%
1.42
67%
0.35
62%
1.71
62%
-0.45
46%
0.38
38%
2.46
83%
1.32
75%
-0.93
42%
1.37
67%
1.23
75%
1.10
67%
Best
Year
9.9
2012
7.4
2016
4.5
2010
8.8
2020
4.0
2021
9.9
2019
8.3
2020
4.6
2014
9.1
2010
8.6
2011
5.7
2020
6.9
2020
Worst
Year
-7.2
2022
-5.1
2018
-8.8
2020
-10.5
2022
-5.6
2012
-7.9
2022
-4.4
2014
-3.7
2015
-9.4
2011
-7.9
2018
-1.7
2015
-5.1
2018
Statistics calculated for the period Mar 2010 - Jun 2022

Monthly/Yearly Returns

Golden Butterfly 2x Leveraged Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
92 Positive Months (62%) - 56 Negative Months (38%)
Mar 2010 - Jun 2022
Swipe left to see all data
Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
-24.46 -27.40 -7.2 1.4 -1.6 -10.5 -1.0 -7.9
2021
+16.84 +9.09 -0.1 0.3 1.1 5.1 4.0 -0.7 1.8 1.7 -5.7 5.4 -1.3 4.8
2020
+19.29 +17.79 2.6 -4.4 -8.8 8.8 3.3 2.4 8.3 1.6 -4.6 -2.3 5.7 6.9
2019
+32.73 +29.79 9.0 2.5 0.2 2.6 -4.4 9.9 0.8 2.8 -0.5 2.5 0.9 3.3
2018
-9.56 -11.26 2.4 -5.1 0.7 -1.1 3.5 -0.7 1.2 3.6 -2.5 -7.9 1.8 -5.1
2017
+19.44 +16.95 2.5 4.3 -0.5 2.5 -0.3 -0.1 2.2 1.5 1.3 0.5 2.0 2.3
2016
+17.09 +14.73 -0.8 7.4 4.3 3.2 -2.7 6.5 4.4 -1.8 0.4 -5.5 -0.1 1.4
2015
-5.12 -5.72 4.3 -0.2 -0.6 -1.2 0.9 -2.4 -1.0 -3.7 -2.0 6.0 -1.7 -3.2
2014
+12.32 +11.60 0.7 6.1 -1.3 -0.3 1.0 5.0 -4.4 4.6 -5.5 3.2 2.1 1.1
2013
+17.56 +15.81 3.1 -0.1 4.1 -0.9 -1.0 -5.8 7.9 -2.7 5.0 4.9 2.6 0.1
2012
+16.51 +14.49 9.9 0.3 0.9 0.5 -5.6 3.3 1.6 4.1 3.6 -3.4 1.0 0.0
2011
+12.18 +8.84 -1.7 4.6 1.7 7.0 0.0 -2.9 3.4 3.7 -9.4 8.6 0.6 -3.0
2010
- - 4.5 6.6 -3.7 -1.7 3.2 0.5 9.1 4.4 1.2 4.5

Portfolio efficiency

Is the Golden Butterfly 2x Leveraged Portfolio actually efficient, compared to other Lazy Portfolios?

Similar portfolios

These portfolios share asset allocation strategy and/or similar asset weights. Comparing their returns and drawdowns (click on ), you can get an idea of the risk you are facing implementing one of them.

Swipe left to see all data
5 Years Stats (%)
% Allocation
Portfolio Jul 2022 Return Drawdown Stocks Bonds Comm
Golden Butterfly with Bitcoin
+0.13 +10.27 -13.54 40 40 20
Golden Butterfly 2x Leveraged
+0.37 +6.82 -24.46 40 40 20
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Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 02:00PM Eastern Time.

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Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 02:00PM Eastern Time.
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