Data Source: from January 2009 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 02:00PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.65%
1 Day
Jul 05 2022, 02:00PM Eastern Time
0.13%
Current Month
July 2022

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 17.78% compound annual return, with a 39.07% standard deviation.

Asset Allocation and ETFs

The Golden Butterfly with Bitcoin Portfolio has the following asset allocation:

40% Stocks
40% Fixed Income
20% Commodities

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

The Golden Butterfly with Bitcoin Portfolio guaranteed the following returns.

According to the available data source, let's assume we built the portfolio on January 2009.

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 WITH BITCOIN PORTFOLIO RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 05 2022, 02:00PM 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 with Bitcoin Portfolio -0.65 0.13 -4.70 -13.54 -10.31 10.27 17.78
US Inflation Adjusted return -4.70 -16.91 -16.63 6.43 14.95
Components
IJS
iShares S&P Small-Cap 600 Value
-1.71 02:00PM
Jul 05 2022
-0.63 -8.96 -14.31 -14.23 6.57 10.79
VTI
Vanguard Total Stock Market
-0.84 01:59PM
Jul 05 2022
0.21 -8.23 -21.32 -14.17 10.53 12.52
SHY
iShares 1-3 Year Treasury Bond
0.01 01:59PM
Jul 05 2022
0.31 -0.59 -2.99 -3.55 0.78 0.65
TLT
iShares 20+ Year Treasury Bond
1.60 02:00PM
Jul 05 2022
2.64 -1.27 -21.88 -19.11 0.34 1.51
GLD
SPDR Gold Trust
-2.25 01:59PM
Jul 05 2022
-2.33 -1.57 -1.46 1.71 7.38 0.82
^BTC
Bitcoin
-2.63 01:59PM
Jul 05 2022
2.23 -40.60 -59.00 -45.52 49.45 124.41
(*) 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 with Bitcoin Portfolio granted a 1.03% dividend yield. If you are interested in getting periodic income, please refer to the Golden Butterfly with Bitcoin Portfolio: Dividend Yield page.

Historical Returns as of Jun 30, 2022

Historical returns and stats of Golden Butterfly with Bitcoin Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.

GOLDEN BUTTERFLY WITH BITCOIN PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from January 2009 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
-4.70
-4.70
-4.70
Jun 2022 - Jun 2022
0 - 1
3M
-10.81
-11.97
-10.81
Apr 2022 - Jun 2022
0 - 3
6M
-13.54
-16.91
-13.54
Jan 2022 - Jun 2022
1 - 5
YTD
-13.54
-16.91
-13.54
Jan 2022 - Jun 2022
1 - 5
1Y
-10.31
-16.63
9.26
-13.54
Jan 2022 - Jun 2022
5 - 7
42% pos
3Y(*)
6.02
1.44
9.93
-13.54
Jan 2022 - Jun 2022
23 - 13
64% pos
5Y(*)
10.27
6.43
10.07
-13.54
Jan 2022 - Jun 2022
40 - 20
67% pos
10Y(*)
17.78
14.95
39.07
-23.09
Dec 2013 - Dec 2013
79 - 41
66% pos
MAX(*)
01 Jan 2009
18.72
15.93
36.62
-39.02
Jul 2011 - Nov 2011
106 - 56
65% 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$, since July 2012, now would be worth 5137.18$, with a total return of 413.72% (17.78% annualized).

The Inflation Adjusted Capital now would be 4027.70$, with a net total return of 302.77% (14.95% annualized).
An investment of 1000$, since January 2009, now would be worth 10142.57$, with a total return of 914.26% (18.72% annualized).

The Inflation Adjusted Capital now would be 7356.12$, with a net total return of 635.61% (15.93% 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
-13.54% Jan 2022 Jun 2022 6 in progress 6
-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
-1.85% Oct 2012 Oct 2012 1 Jan 2013 3 4
-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
-13.54% Jan 2022 Jun 2022 6 in progress 6
-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

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
24.82 201.14
Dec 2012 - Nov 2013
-30.25
Jul 2011 - Jun 2012
10.60%
2 Years
23.28 91.13
Dec 2011 - Nov 2013
-9.53
Dec 2013 - Nov 2015
2.16%
3 Years
22.12 69.74
Dec 2010 - Nov 2013
-3.48
Dec 2013 - Nov 2016
0.79%
5 Years
22.55 41.04
Mar 2009 - Feb 2014
3.82
Dec 2013 - Nov 2018
0.00%
7 Years
21.08 28.72
Mar 2009 - Feb 2016
6.87
Dec 2013 - Nov 2020
0.00%
10 Years
21.62 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

Golden Butterfly with Bitcoin 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 %
0.54
71%
0.85
64%
0.99
57%
2.90
86%
2.13
57%
2.30
50%
0.96
77%
0.08
77%
-1.11
46%
1.26
62%
10.79
69%
0.19
69%
Best
Year
4.9
2012
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
Year
-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
Statistics calculated for the period Jan 2009 - Jun 2022

Monthly/Yearly Returns

Golden Butterfly with Bitcoin Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
106 Positive Months (65%) - 56 Negative Months (35%)
Jan 2009 - 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
-13.54 -16.91 -3.6 0.9 -0.3 -5.6 -0.8 -4.7
2021
+10.61 +3.28 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 +18.04 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 +16.92 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 +33.30 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 +10.87 -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 -3.37 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 +7.31 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 +127.14 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 +10.39 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 +34.02 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 +21.18 -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 +7.27 -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

Is the Golden Butterfly with Bitcoin 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
Golden Butterfly
+0.04 +5.54 -12.39 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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