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:
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:
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 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%
Live update: World Markets and Indexes
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.
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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$, with a net total return of 302.77% (14.95% annualized).
The Inflation Adjusted Capital now would be 4027.70$, 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$, with a net total return of 635.61% (15.93% annualized).
The Inflation Adjusted Capital now would be 7356.12$, with a net total return of 635.61% (15.93% annualized).
Drawdowns
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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
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| 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.
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
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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 |
-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.
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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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Simple Path to Wealth JL Collins |
+0.42 | +9.90 | -18.58 | 75 | 25 | 0 | ||
|
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+0.55 | +8.28 | -16.93 | 60 | 40 | 0 | ||
|
No Brainer Portfolio Bill Bernstein |
-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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-0.11 | +7.64 | -17.34 | 70 | 30 | 0 | ||
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.