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:
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:
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
- a rebalancing of the components at the beginning of each year (at every January 1st). How do returns change with different rebalancing strategies?
- the reinvestment of dividends
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%
Live update: World Markets and Indexes
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.
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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$, with a net total return of 85.62% (6.38% annualized).
The Inflation Adjusted Capital now would be 1856.20$, 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$, with a net total return of 183.80% (8.83% annualized).
The Inflation Adjusted Capital now would be 2837.97$, with a net total return of 183.80% (8.83% annualized).
Drawdowns
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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
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| 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.
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
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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.
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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 | ||
|
Golden Butterfly |
+0.04 | +5.54 | -12.39 | 40 | 40 | 20 | ||
Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 02:00PM Eastern Time.
Last update: Jul 05 2022, 02:00PM Eastern Time.
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Swipe left to see all data
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Simple Path to Wealth JL Collins |
+0.42 | +9.90 | -18.58 | 75 | 25 | 0 | ||
|
Stocks/Bonds 60/40 |
+0.55 | +8.28 | -16.93 | 60 | 40 | 0 | ||
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-0.61 | +7.76 | -18.24 | 75 | 25 | 0 | ||
|
Edge Select Moderately Aggressive Merrill Lynch |
-0.16 | +7.74 | -17.18 | 69 | 31 | 0 | ||
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Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 02:00PM Eastern Time.
Last update: Jul 05 2022, 02:00PM Eastern Time.