Data Source: from October 2013 to September 2021

Last Update: 30 September 2021

The Golden Butterfly with Bitcoin Portfolio is exposed for 40% on the Stock Market and for 20% on Commodities.

It's a High Risk portfolio and it can be replicated with 6 ETFs.

In 2020, the portfolio granted a 1.09% dividend yield. If you are interested in getting periodic income, please refer to the Golden Butterfly with Bitcoin Portfolio: Dividend Yield page.

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 replicated 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 % TLT iShares 20+ Year Treasury Bond Bond, U.S., Long-Term
20.00 % SHY iShares 1-3 Year Treasury Bond Bond, U.S., Short Term
18.00 % GLD SPDR Gold Trust Commodity, Gold
2.00 % GBTC Grayscale Bitcoin Trust Commodity, Bitcoin
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.

GOLDEN BUTTERFLY WITH BITCOIN PORTFOLIO RETURNS (%)
Last Update: 30 September 2021
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1M 3M 6M 1Y 3Y(*) 5Y(*)
Golden Butterfly with Bitcoin Portfolio -2.61 -0.83 +2.51 +17.82 +12.35 +14.81
Components
IJS
iShares S&P Small-Cap 600 Value
-1.46 -4.03 +0.66 +66.24 +8.16 +11.74
VTI
Vanguard Total Stock Market
-4.46 -0.03 +8.10 +32.16 +16.05 +16.88
TLT
iShares 20+ Year Treasury Bond
-2.91 +0.36 +7.41 -10.30 +9.25 +3.19
SHY
iShares 1-3 Year Treasury Bond
-0.10 +0.03 -0.02 -0.10 +2.53 +1.51
GLD
SPDR Gold Trust
-3.22 -0.85 +2.66 -7.28 +13.35 +5.50
GBTC
Grayscale Bitcoin Trust
-10.38 +13.55 -32.35 +208.57 +62.15 +102.71
(*) annualized
Portfolio returns are calculated assuming:
  • a rebalancing of the components at the beginning of each year (i.e. at every January 1st)
  • the reinvestment of dividends

If you are interested in getting periodic income, please refer to the Golden Butterfly with Bitcoin Portfolio: Dividend Yield page.

Historical Returns

Golden Butterfly with Bitcoin Portfolio - Historical returns and stats.

GOLDEN BUTTERFLY WITH BITCOIN PORTFOLIO
Last Update: 30 September 2021
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Period Returns
Sep 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-2.61%
-2.61%
Sep 2021 - Sep 2021
0 - 1
3M
-0.83%
-2.61%
Sep 2021 - Sep 2021
2 - 1
6M
+2.51%
-2.61%
Sep 2021 - Sep 2021
4 - 2
YTD
+5.22%
-2.61%
Sep 2021 - Sep 2021
7 - 2
1Y
+17.82%
7.76%
-2.61%
Sep 2021 - Sep 2021
10 - 2
3Y
+12.35%
annualized
9.59%
-8.01%
Feb 2020 - Mar 2020
27 - 9
5Y
+14.81%
annualized
10.62%
-8.01%
Feb 2020 - Mar 2020
42 - 18
MAX
01 Oct 2013
+12.98%
annualized
10.74%
-8.01%
Feb 2020 - Mar 2020
62 - 34
* Annualized St.Dev. of monthly returns

Similar portfolios, ordered by 5 Years annualized return.

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

5 Years Stats
% Allocation
Portfolio Return Drawdown Stocks Bonds Comm.
Golden Butterfly with Bitcoin
+14.81% -8.01% 40 40 20
Golden Butterfly
+8.04% -7.15% 40 40 20 Compare

Best Classic Portfolios, with High Risk, ordered by 5 Years annualized return.

5 Years Stats
% Allocation
Portfolio Return Drawdown Stocks Bonds Comm.
Simple Path to Wealth
JL Collins
+13.44% -15.47% 75 25 0 Compare
Stocks/Bonds 60/40
+11.35% -12.29% 60 40 0 Compare
Edge Select Moderately Aggressive
Merrill Lynch
+11.34% -14.28% 69 31 0 Compare
No Brainer Portfolio
Bill Bernstein
+10.55% -18.24% 75 25 0 Compare
Margaritaville
Scott Burns
+10.21% -14.40% 67 33 0 Compare

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns ( more details)

Golden Butterfly with Bitcoin Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+12.78% +41.85%
Jan 2017 - Dec 2017
-5.63%
Jan 2018 - Dec 2018
9.41%
2 Years
+12.50% +27.18%
Feb 2016 - Jan 2018
-0.04%
Dec 2013 - Nov 2015
1.37%
3 Years
+13.02% +17.91%
Sep 2015 - Aug 2018
+3.24%
Dec 2013 - Nov 2016
0.00%
5 Years
+13.04% +16.75%
Feb 2016 - Jan 2021
+8.89%
Dec 2013 - Nov 2018
0.00%
7 Years
+12.28% +12.77%
Aug 2014 - Jul 2021
+10.63%
Dec 2013 - Nov 2020
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 and Yearly/Monthly Returns

Golden Butterfly with Bitcoin Portfolio Seasonality: in which months is it better to invest?

In the table below, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

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

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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
1.25
88%
0.74
63%
-0.27
38%
1.69
88%
1.38
88%
1.44
50%
0.93
63%
1.77
75%
-1.84
13%
0.72
75%
4.23
75%
0.78
63%
Best
Year
4.8
2019
3.6
2016
2.9
2016
6.6
2020
5.6
2017
6.4
2019
5.5
2020
9.7
2017
0.3
2016
3.4
2015
14.9
2013
6.9
2017
Worst
Year
-0.7
2016
-2.4
2018
-5.9
2020
-1.1
2015
-0.5
2016
-1.5
2015
-2.0
2014
-1.9
2015
-3.5
2014
-4.1
2018
-0.3
2015
-5.7
2013
Statistics calculated for the period Oct 2013 - Sep 2021

For further information about the seasonality, check the Asset Class Seasonality page.

Monthly Returns of Golden Butterfly with Bitcoin Portfolio

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+5.22% 0.1 1.3 1.3 2.3 1.3 -0.2 0.7 1.2 -2.6
2020
+19.25% 1.9 -2.2 -5.9 6.6 1.7 1.3 5.5 1.0 -2.8 0.3 6.2 5.2
2019
+19.80% 4.8 1.5 0.5 2.1 0.2 6.4 -0.1 1.3 -0.3 1.3 0.0 0.6
2018
-5.63% 0.6 -2.4 -0.1 0.3 1.7 -0.5 0.7 1.3 -1.5 -4.1 0.9 -2.5
2017
+41.85% 1.1 2.0 -0.3 1.3 5.6 -0.9 1.3 9.7 -3.3 2.2 10.9 6.9
2016
+12.52% -0.7 3.6 2.9 1.9 -0.5 4.7 1.8 -1.0 0.3 -2.2 -0.1 1.4
2015
-2.62% 1.5 -0.2 -0.2 -1.1 0.1 -1.5 -0.5 -1.9 -1.1 3.4 -0.3 -0.8
2014
+8.01% 0.8 2.4 -0.4 0.0 1.1 2.3 -2.0 2.7 -3.5 2.0 1.3 1.2

* Note:
Portofolio Returns, up to May 2015, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.

In particular, it has been used:

  • GBTC - Grayscale Bitcoin Trust: simulated historical serie, up to May 2015
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