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 |
Portfolio and ETF Returns
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
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 |
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.
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 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
The Inflation Adjusted Capital now would be 4027.70$, with a net total return of 302.77% (14.95% annualized).
The Inflation Adjusted Capital now would be 7356.12$, with a net total return of 635.61% (15.93% annualized).
Drawdowns
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 |
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
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% |
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?
For further information about the seasonality, check the Asset Class Seasonality page.
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 |
Monthly/Yearly Returns
Golden Butterfly with Bitcoin Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?
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.
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 |
Last update: Jul 05 2022, 02:00PM Eastern Time.
Best Classic Portfolios, with High Risk
10 Years Stats (%) |
% Allocation |
|||||||
---|---|---|---|---|---|---|---|---|
Portfolio | Jul 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
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 | ||
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 | ||
Jane Bryant Quinn Portfolio Jane Bryant Quinn |
-0.11 | +7.64 | -17.34 | 70 | 30 | 0 |
Last update: Jul 05 2022, 02:00PM Eastern Time.