Data Source: from January 2009 to February 2023 (~14 years)
Consolidated Returns as of 28 February 2023
Live Update: Mar 20 2023, 08:58PM Eastern Time
Consolidated Returns as of 28 February 2023
Live Update: Mar 20 2023, 08:58PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.22%
1 Day
Mar 20 2023, 08:58PM Eastern Time
0.93%
Current Month
March 2023
The Golden Butterfly with Bitcoin Portfolio is a High Risk portfolio and can be implemented with 6 ETFs.
It's exposed for 40% on the Stock Market and for 20% on Commodities.
In the last 10 Years, the Golden Butterfly with Bitcoin Portfolio obtained a 16.87% compound annual return, with a 39.27% standard deviation.
Asset Allocation and ETFs
The Golden Butterfly with Bitcoin Portfolio has the following asset allocation:
The Golden Butterfly with Bitcoin Portfolio can be implemented with the following ETFs:
| Weight | Ticker | ETF Name | Investment Themes | |
|---|---|---|---|---|
| 20.00 % | IJS | iShares S&P Small-Cap 600 Value | Equity, U.S., Small Cap, Value | |
| 20.00 % | VTI | Vanguard Total Stock Market | Equity, U.S., Large Cap | |
| 20.00 % | SHY | iShares 1-3 Year Treasury Bond | Bond, U.S., Short Term | |
| 20.00 % | TLT | iShares 20+ Year Treasury Bond | Bond, U.S., Long-Term | |
| 18.00 % | GLD | SPDR Gold Trust | Commodity, Gold | |
| 2.00 % | ^BTC | Bitcoin | Commodities |
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 as of Feb 28, 2023
The Golden Butterfly with Bitcoin Portfolio guaranteed the following returns.
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 WITH BITCOIN PORTFOLIO RETURNS
Consolidated returns as of 28 February 2023
Live Update: Mar 20 2023, 08:58PM Eastern Time
Swipe left to see all data
| Chg (%) | Return (%) | Return (%) as of Feb 28, 2023 |
|||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 Day | Time ET(*) | Mar 2023 | 1M | 6M | 1Y | 5Y | 10Y |
MAX
(~14Y) |
|
| Golden Butterfly with Bitcoin Portfolio | 0.22 | 0.93 | -2.97 | 2.59 | -8.58 | 6.23 | 16.87 | 18.00 | |
| US Inflation Adjusted return | -3.51 | 0.99 | -13.78 | 2.28 | 13.88 | 15.05 | |||
| Components | |||||||||
|
IJS iShares S&P Small-Cap 600 Value |
1.22 |
04:00PM Mar 20 2023 |
-9.35 | -1.73 | 9.45 | -0.24 | 7.77 | 10.41 | 12.91 |
|
VTI Vanguard Total Stock Market |
0.87 |
04:00PM Mar 20 2023 |
-1.32 | -2.40 | 1.41 | -8.31 | 9.34 | 11.82 | 9.03 |
|
SHY iShares 1-3 Year Treasury Bond |
-0.12 |
04:00PM Mar 20 2023 |
1.66 | -0.99 | -0.74 | -3.01 | 0.65 | 0.50 | 4.43 |
|
TLT iShares 20+ Year Treasury Bond |
-0.88 |
04:00PM Mar 20 2023 |
4.39 | -5.09 | -8.03 | -25.69 | -1.07 | 0.82 | 4.84 |
|
GLD SPDR Gold Trust |
0.04 |
04:00PM Mar 20 2023 |
8.28 | -5.37 | 6.60 | -4.82 | 6.32 | 1.05 | 2.87 |
|
^BTC Bitcoin |
-0.36 |
08:58PM Mar 20 2023 |
18.15 | 1.11 | 15.52 | -45.90 | 16.76 | 95.34 | 148.39 |
Returns over 1 year are annualized | Available data source: since Jan 2009
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Feb 2023. Current inflation (annualized) is 1Y: 6.04% , 5Y: 3.86% , 10Y: 2.63%
Live update: World Markets and Indexes
Portfolio Metrics as of Feb 28, 2023
Metrics of Golden Butterfly with Bitcoin Portfolio, updated as of 28 February 2023.
Portfolio metrics are calculated based on monthly returns, 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 WITH BITCOIN PORTFOLIO
Portfolio Metrics
Data Source: 1 January 2009 - 28 February 2023 (~14 years)
Swipe left to see all data
| Metrics as of Feb 28, 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
MAX
(~14Y) |
|
| Portfolio Return (%) |
-2.97 | 1.59 | 2.59 | -8.58 | 5.68 | 6.23 | 16.87 | 18.00 |
| US Inflation (%) | 0.56 | 1.05 | 1.58 | 6.04 | 5.16 | 3.86 | 2.63 | 2.56 |
| Infl. Adjusted Return (%) |
-3.51 | 0.54 | 0.99 | -13.78 | 0.49 | 2.28 | 13.88 | 15.05 |
| Returns / Inflation rates over 1 year are annualized. | ||||||||
| RISK INDICATORS | ||||||||
| Standard Deviation (%) | 14.46 | 12.12 | 10.38 | 39.27 | 35.91 | |||
| Sharpe Ratio | -0.74 | 0.41 | 0.49 | 0.41 | 0.39 | |||
| Sortino Ratio | -1.14 | 0.57 | 0.68 | 1.40 | 1.09 | |||
| MAXIMUM DRAWDOWN | ||||||||
| Drawdown Depth (%) | -16.43 | -18.74 | -18.74 | -23.09 | -39.02 | |||
| Start (yyyy mm) | 2022 03 | 2022 01 | 2022 01 | 2013 12 | 2011 07 | |||
| Bottom (yyyy mm) | 2022 09 | 2022 09 | 2022 09 | 2013 12 | 2011 11 | |||
| Start to Bottom (# months) | 7 | 9 | 9 | 1 | 5 | |||
| Start to Recovery (# months) in progress |
> 12
|
> 14
|
> 14
|
45
|
28
|
|||
| ROLLING PERIOD RETURNS - Annualized | ||||||||
| Best Return (%) | 201.14 | 69.74 | 41.04 | 24.27 | ||||
| Worst Return (%) | -30.25 | -3.48 | 3.82 | 14.86 | ||||
| % Positive Periods | 85% | 99% | 100% | 100% | ||||
| MONTHS | ||||||||
| Positive | 0 | 1 | 3 | 4 | 22 | 37 | 76 | 110 |
| Negative | 1 | 2 | 3 | 8 | 14 | 23 | 44 | 60 |
| % Positive | 0% | 33% | 50% | 33% | 61% | 62% | 63% | 65% |
| WITHDRAWAL RATES (WR) | ||||||||
| Safe WR (%) | 37.82 | 23.15 | 30.05 | 22.96 | ||||
| Perpetual WR (%) | 0.49 | 2.23 | 12.19 | 13.08 | ||||
- Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio
- Standard Deviation: it's a measure of the dispersion of returns around the mean
- Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return.
- Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation).
- Maximum Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.
- Rolling Returns: returns over a time frame (best, worst, % of positive returns).
- Pos./Neg. Months: number of months with positive/negative return.
- Safe Withdrawal Rate (SWR): it's the percentage of the original portfolio balance that can be withdrawn at the end of each year with inflation adjustment, without the portfolio running out of money (dollar amount withdrawal).
- Perpetual Withdrawal Rate (PWR): it's the percentage of portfolio balance that can be withdrawn at the end of each year, while retaining the inflation adjusted portfolio balance (percentage withdrawal).
Portfolio Components Correlation
Correlation measures to what degree the returns of the two assets move in relation to each other.
Correlation coefficient is a numerical value between -1 and +1.
If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.
If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.
COMPONENTS MONTHLY CORRELATIONS
Monthly correlations as of 28 February 2023
Swipe left to see all data
|
|
|
|
|
|
|
||
|---|---|---|---|---|---|---|---|
| Asset | IJS | VTI | SHY | TLT | GLD | ^BTC | |
| IJS |
1.00
|
0.95
|
0.58
|
0.52
|
0.29
|
0.67
|
|
| VTI |
0.95
|
1.00
|
0.52
|
0.60
|
0.36
|
0.66
|
|
| SHY |
0.58
|
0.52
|
1.00
|
0.77
|
0.52
|
0.28
|
|
| TLT |
0.52
|
0.60
|
0.77
|
1.00
|
0.71
|
0.34
|
|
| GLD |
0.29
|
0.36
|
0.52
|
0.71
|
1.00
|
0.20
|
|
| ^BTC |
0.67
|
0.66
|
0.28
|
0.34
|
0.20
|
1.00
|
|
|
|
|
|
|
|
||
|---|---|---|---|---|---|---|---|
| Asset | IJS | VTI | SHY | TLT | GLD | ^BTC | |
| IJS |
1.00
|
0.89
|
-0.08
|
-0.19
|
0.04
|
0.36
|
|
| VTI |
0.89
|
1.00
|
0.04
|
0.05
|
0.18
|
0.41
|
|
| SHY |
-0.08
|
0.04
|
1.00
|
0.74
|
0.34
|
0.08
|
|
| TLT |
-0.19
|
0.05
|
0.74
|
1.00
|
0.41
|
0.08
|
|
| GLD |
0.04
|
0.18
|
0.34
|
0.41
|
1.00
|
0.16
|
|
| ^BTC |
0.36
|
0.41
|
0.08
|
0.08
|
0.16
|
1.00
|
|
|
|
|
|
|
|
||
|---|---|---|---|---|---|---|---|
| Asset | IJS | VTI | SHY | TLT | GLD | ^BTC | |
| IJS |
1.00
|
0.87
|
-0.12
|
-0.22
|
-0.03
|
0.16
|
|
| VTI |
0.87
|
1.00
|
-0.01
|
-0.02
|
0.07
|
0.18
|
|
| SHY |
-0.12
|
-0.01
|
1.00
|
0.70
|
0.34
|
0.03
|
|
| TLT |
-0.22
|
-0.02
|
0.70
|
1.00
|
0.41
|
-0.01
|
|
| GLD |
-0.03
|
0.07
|
0.34
|
0.41
|
1.00
|
-0.06
|
|
| ^BTC |
0.16
|
0.18
|
0.03
|
-0.01
|
-0.06
|
1.00
|
|
|
|
|
|
|
|
||
|---|---|---|---|---|---|---|---|
| Asset | IJS | VTI | SHY | TLT | GLD | ^BTC | |
| IJS |
1.00
|
0.90
|
-0.12
|
-0.28
|
-0.01
|
0.12
|
|
| VTI |
0.90
|
1.00
|
-0.02
|
-0.17
|
0.08
|
0.15
|
|
| SHY |
-0.12
|
-0.02
|
1.00
|
0.64
|
0.33
|
0.09
|
|
| TLT |
-0.28
|
-0.17
|
0.64
|
1.00
|
0.23
|
-0.03
|
|
| GLD |
-0.01
|
0.08
|
0.33
|
0.23
|
1.00
|
0.00
|
|
| ^BTC |
0.12
|
0.15
|
0.09
|
-0.03
|
0.00
|
1.00
|
Portfolio Dividends
In 2022, the Golden Butterfly with Bitcoin Portfolio granted a 1.13% dividend yield. If you are interested in getting periodic income, please refer to the Golden Butterfly with Bitcoin Portfolio: Dividend Yield page.
Readings that may interest you
Capital Growth as of Feb 28, 2023
An investment of 1000$, since March 2013,
now would be worth 4752.06$, with a total return of 375.21% (16.87% annualized).
The Inflation Adjusted Capital now would be 3667.29$, with a net total return of 266.73% (13.88% annualized).
The Inflation Adjusted Capital now would be 3667.29$, with a net total return of 266.73% (13.88% annualized).
An investment of 1000$, since January 2009,
now would be worth 10427.21$, with a total return of 942.72% (18.00% annualized).
The Inflation Adjusted Capital now would be 7286.57$, with a net total return of 628.66% (15.05% annualized).
The Inflation Adjusted Capital now would be 7286.57$, with a net total return of 628.66% (15.05% annualized).
Drawdowns
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -23.09% | Dec 2013 | Dec 2013 | 1 | Aug 2017 | 44 | 45 |
| -18.74% | Jan 2022 | Sep 2022 | 9 | in progress | 5 | 14 |
| -7.97% | May 2013 | Jun 2013 | 2 | Sep 2013 | 3 | 5 |
| -7.91% | Feb 2020 | Mar 2020 | 2 | Jun 2020 | 3 | 5 |
| -7.04% | Sep 2018 | Dec 2018 | 4 | Apr 2019 | 4 | 8 |
| -2.56% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
| -2.47% | Feb 2018 | Mar 2018 | 2 | Aug 2018 | 5 | 7 |
| -2.43% | Sep 2020 | Sep 2020 | 1 | Nov 2020 | 2 | 3 |
| -0.82% | Nov 2021 | Nov 2021 | 1 | Dec 2021 | 1 | 2 |
| -0.45% | Sep 2019 | Sep 2019 | 1 | Oct 2019 | 1 | 2 |
| -0.29% | Jun 2021 | Jun 2021 | 1 | Jul 2021 | 1 | 2 |
| -0.23% | May 2019 | May 2019 | 1 | Jun 2019 | 1 | 2 |
| -0.07% | Nov 2019 | Nov 2019 | 1 | Dec 2019 | 1 | 2 |
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -39.02% | Jul 2011 | Nov 2011 | 5 | Oct 2013 | 23 | 28 |
| -23.09% | Dec 2013 | Dec 2013 | 1 | Aug 2017 | 44 | 45 |
| -18.74% | Jan 2022 | Sep 2022 | 9 | in progress | 5 | 14 |
| -10.30% | Jan 2009 | Feb 2009 | 2 | Jul 2009 | 5 | 7 |
| -7.91% | Feb 2020 | Mar 2020 | 2 | Jun 2020 | 3 | 5 |
| -7.04% | Sep 2018 | Dec 2018 | 4 | Apr 2019 | 4 | 8 |
| -2.89% | May 2010 | Jun 2010 | 2 | Sep 2010 | 3 | 5 |
| -2.56% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
| -2.47% | Feb 2018 | Mar 2018 | 2 | Aug 2018 | 5 | 7 |
| -2.43% | Sep 2020 | Sep 2020 | 1 | Nov 2020 | 2 | 3 |
| -1.60% | Oct 2009 | Oct 2009 | 1 | Nov 2009 | 1 | 2 |
| -1.12% | Dec 2009 | Jan 2010 | 2 | Feb 2010 | 1 | 3 |
| -0.82% | Nov 2021 | Nov 2021 | 1 | Dec 2021 | 1 | 2 |
| -0.45% | Sep 2019 | Sep 2019 | 1 | Oct 2019 | 1 | 2 |
| -0.29% | Jun 2021 | Jun 2021 | 1 | Jul 2021 | 1 | 2 |
| -0.23% | May 2019 | May 2019 | 1 | Jun 2019 | 1 | 2 |
| -0.07% | Nov 2019 | Nov 2019 | 1 | Dec 2019 | 1 | 2 |
Rolling Returns ( more details)
Golden Butterfly with Bitcoin Portfolio: annualized rolling and average returns
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| Rolling Period |
Return (*) | Negative Periods |
||
|---|---|---|---|---|
| Average (%) | Best (%) | Worst (%) | ||
| 1 Year |
23.00 |
201.14 Dec 2012 - Nov 2013 |
-30.25 Jul 2011 - Jun 2012 |
15.09% |
| 2 Years |
22.05 |
91.13 Dec 2011 - Nov 2013 |
-9.53 Dec 2013 - Nov 2015 |
3.40% |
| 3 Years |
21.11 |
69.74 Dec 2010 - Nov 2013 |
-3.48 Dec 2013 - Nov 2016 |
0.74% |
| 5 Years |
21.46 |
41.04 Mar 2009 - Feb 2014 |
3.82 Dec 2013 - Nov 2018 |
0.00% |
| 7 Years |
20.09 |
28.72 Mar 2009 - Feb 2016 |
6.87 Dec 2013 - Nov 2020 |
0.00% |
| 10 Years |
20.91 |
24.27 Mar 2009 - Feb 2019 |
14.86 Jul 2011 - Jun 2021 |
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 with Bitcoin Portfolio: Rolling Returns page.
Seasonality
In which months is it better to invest in Golden Butterfly with Bitcoin Portfolio?
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 Gain Frequency |
2.05
80% |
-0.25
60% |
-0.78
40% |
1.06
80% |
0.63
60% |
0.38
40% |
2.14
100% |
0.43
80% |
-2.61
0% |
0.88
80% |
2.03
60% |
0.62
60% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
102.05
|
101.79
|
101.00
|
102.08
|
102.72
|
103.11
|
105.33
|
105.78
|
103.01
|
103.93
|
106.04
|
106.69
|
| Best |
7.3 2023 |
1.5 2021 |
1.8 2021 |
6.6 2020 |
1.7 2018 |
5.8 2019 |
5.3 2020 |
2.0 2019 |
-0.4 2019 |
3.9 2021 |
5.8 2020 |
5.7 2020 |
| Worst |
-3.6 2022 |
-3.0 2023 |
-5.9 2020 |
-5.6 2022 |
-0.8 2022 |
-4.7 2022 |
0.2 2019 |
-3.3 2022 |
-6.2 2022 |
-4.0 2018 |
-0.8 2021 |
-2.4 2018 |
Monthly Seasonality over the period Mar 2018 - Feb 2023
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| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Gain Frequency |
1.42
80% |
0.44
60% |
0.80
40% |
1.33
80% |
0.39
60% |
0.21
50% |
1.63
80% |
1.00
70% |
-1.57
30% |
2.33
80% |
13.91
70% |
-1.36
60% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
101.42
|
101.87
|
102.68
|
104.05
|
104.45
|
104.66
|
106.37
|
107.43
|
105.74
|
108.21
|
123.26
|
121.58
|
| Best |
7.3 2023 |
3.4 2016 |
10.2 2013 |
6.6 2020 |
1.9 2017 |
5.8 2019 |
5.3 2020 |
4.7 2017 |
1.7 2013 |
11.6 2013 |
118.5 2013 |
5.7 2020 |
| Worst |
-3.6 2022 |
-3.0 2023 |
-5.9 2020 |
-5.6 2022 |
-2.0 2013 |
-6.1 2013 |
-2.0 2014 |
-3.3 2022 |
-6.2 2022 |
-4.0 2018 |
-0.8 2021 |
-23.1 2013 |
Monthly Seasonality over the period Mar 2013 - Feb 2023
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| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Gain Frequency |
0.99
73% |
0.60
60% |
0.99
57% |
2.90
86% |
2.13
57% |
2.30
50% |
1.15
79% |
-0.16
71% |
-1.47
43% |
1.38
64% |
10.35
71% |
0.01
64% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
100.99
|
101.59
|
102.60
|
105.57
|
107.82
|
110.29
|
111.56
|
111.38
|
109.74
|
111.25
|
122.77
|
122.78
|
| Best |
7.3 2023 |
5.2 2011 |
10.2 2013 |
20.0 2011 |
27.4 2011 |
29.3 2011 |
5.3 2020 |
4.7 2017 |
4.1 2010 |
11.6 2013 |
118.5 2013 |
8.5 2011 |
| Worst |
-6.1 2009 |
-4.5 2009 |
-5.9 2020 |
-5.6 2022 |
-2.2 2012 |
-6.1 2013 |
-8.1 2011 |
-17.0 2011 |
-14.6 2011 |
-5.7 2011 |
-0.8 2021 |
-23.1 2013 |
Monthly Seasonality over the period Jan 2009 - Feb 2023
Monthly/Yearly Returns
Golden Butterfly with Bitcoin Portfolio data source starts from January 2009: let's focus on monthly and yearly returns.
We are providing two different views:
- Histogram: it shows the distribution of the returns recorded so far
- Plain Table: it shows the detailed monthly and yearly returns
MONTHLY RETURNS HISTOGRAM
Jan 2009 - Feb 2023
110 Positive Months (65%) - 60 Negative Months (35%)
MONTHLY RETURNS TABLE
Jan 2009 - Feb 2023
(Scroll down to see all data)
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 |
| 2023 |
+4.08 | +2.69 | 7.3 | -3.0 | ||||||||||
| 2022 |
-14.60 | -19.78 | -3.6 | 0.9 | -0.3 | -5.6 | -0.8 | -4.7 | 3.6 | -3.3 | -6.2 | 3.0 | 4.6 | -2.4 |
| 2021 |
+10.61 | +3.34 | 0.2 | 1.5 | 1.8 | 2.3 | 0.9 | -0.3 | 0.8 | 1.3 | -2.6 | 3.9 | -0.8 | 1.2 |
| 2020 |
+19.54 | +17.94 | 1.8 | -2.2 | -5.9 | 6.6 | 1.6 | 1.5 | 5.3 | 0.9 | -2.4 | 0.1 | 5.8 | 5.7 |
| 2019 |
+19.56 | +16.89 | 4.7 | 1.5 | 0.5 | 1.9 | -0.2 | 5.8 | 0.2 | 2.0 | -0.4 | 1.5 | -0.1 | 1.0 |
| 2018 |
-5.42 | -7.20 | 0.7 | -2.4 | 0.0 | 0.2 | 1.7 | -0.4 | 0.8 | 1.3 | -1.4 | -4.0 | 0.6 | -2.4 |
| 2017 |
+36.14 | +33.32 | 1.2 | 2.5 | -0.6 | 1.5 | 1.9 | 1.2 | 1.2 | 4.7 | 0.0 | 3.9 | 9.2 | 4.8 |
| 2016 |
+13.14 | +10.84 | -0.3 | 3.4 | 2.8 | 1.6 | -0.3 | 3.9 | 2.6 | -0.9 | 0.2 | -2.3 | 0.4 | 1.6 |
| 2015 |
-2.76 | -3.46 | 1.5 | -0.2 | -0.2 | -1.1 | 0.1 | -1.2 | -0.3 | -2.1 | -1.1 | 3.7 | -0.5 | -1.3 |
| 2014 |
+8.01 | +7.20 | 0.8 | 2.4 | -0.4 | 0.0 | 1.1 | 2.3 | -2.0 | 2.7 | -3.5 | 2.0 | 1.3 | 1.2 |
| 2013 |
+130.58 | +127.17 | 2.4 | 1.8 | 10.2 | 6.0 | -2.0 | -6.1 | 4.2 | 3.5 | 1.7 | 11.6 | 118.5 | -23.1 |
| 2012 |
+12.33 | +10.41 | 4.9 | -0.1 | 0.2 | 0.3 | -2.2 | 2.4 | 2.0 | 2.3 | 2.3 | -1.8 | 1.2 | 0.4 |
| 2011 |
+38.12 | +34.15 | 0.1 | 5.2 | 0.3 | 20.0 | 27.4 | 29.3 | -8.1 | -17.0 | -14.6 | -5.7 | -0.7 | 8.5 |
| 2010 |
+22.92 | +21.11 | -0.7 | 2.2 | 2.3 | 3.6 | -1.8 | -1.1 | 1.4 | 0.4 | 4.1 | 5.1 | 0.6 | 5.1 |
| 2009 |
+10.29 | +7.36 | -6.1 | -4.5 | 3.1 | 3.4 | 2.6 | -0.6 | 4.5 | 2.0 | 3.4 | -1.6 | 4.8 | -0.4 |
Portfolio efficiency
Compared to the Golden Butterfly with Bitcoin Portfolio, the following portfolios granted a higher return over 10 Years and a less severe drawdown at the same time.
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10 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Return▾ | Dev.Std | Drawdown | Stocks | Bonds | Comm | ||
|
Stocks/Bonds 60/40 with Bitcoin |
+18.42 | 37.70 | -22.56 | 59 | 39 | 2 | ||
|
Golden Butterfly with Bitcoin |
+16.87 | 39.27 | -23.09 | 40 | 40 | 20 | ||
The following portfolios share asset allocation strategy and/or similar asset weights.
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5 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Return▾ | Dev.Std | Drawdown | Stocks | Bonds | Comm | ||
|
Golden Butterfly with Bitcoin |
+6.23 | 10.38 | -18.74 | 40 | 40 | 20 | ||
|
Golden Butterfly |
+5.07 | 9.56 | -17.79 | 40 | 40 | 20 | ||
|
Golden Butterfly 2x Leveraged |
+4.97 | 18.24 | -34.50 | 40 | 40 | 20 | ||
Here's a list containing the Best Classic Portfolios, with the highest returns over 10 Years and High Risk categorization.
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10 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Return▾ | Dev.Std | Drawdown | Stocks | Bonds | Comm | ||
|
Simple Path to Wealth JL Collins |
+9.26 | 11.76 | -22.24 | 75 | 25 | 0 | ||
|
Stocks/Bonds 60/40 Momentum |
+8.15 | 9.88 | -24.21 | 60 | 40 | 0 | ||
|
Stocks/Bonds 60/40 |
+7.69 | 9.79 | -20.69 | 60 | 40 | 0 | ||
|
No Brainer Portfolio Bill Bernstein |
+7.18 | 11.36 | -19.76 | 75 | 25 | 0 | ||
|
Edge Select Moderately Aggressive Merrill Lynch |
+7.05 | 10.80 | -22.31 | 69 | 31 | 0 | ||
