Last Update: 31 July 2020

The Golden Butterfly 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 5 ETFs.

In the last 10 years, the portfolio obtained a 8.15% compound annual return, with a 6.75% standard deviation.

In 2019, the portfolio granted a 1.81% dividend yield. If you are interested in getting periodic income, please refer to the Golden Butterfly Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The Golden Butterfly Portfolio has the following asset allocation:

40% Stocks
40% Fixed Income
20% Commodities

The Golden Butterfly 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
20.00 % GLD SPDR Gold Trust Commodity, Gold
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 Portfolio guaranteed the following returns.

GOLDEN BUTTERFLY PORTFOLIO RETURNS (%)
Last Update: 31 July 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Golden Butterfly Portfolio +4.99 +8.27 +6.58 +14.10 +8.68 +7.98 +8.15
Components
IJS - iShares S&P Small-Cap 600 Value +2.58 +8.95 -17.23 -16.33 -2.69 +3.13 +8.97
VTI - Vanguard Total Stock Market +5.74 +14.00 +2.15 +10.85 +11.37 +10.87 +13.59
TLT - iShares 20+ Year Treasury Bond +4.44 +2.94 +18.18 +31.13 +13.96 +9.49 +8.43
SHY - iShares 1-3 Year Treasury Bond +0.09 +0.04 +2.45 +4.14 +2.52 +1.73 +1.19
GLD - SPDR Gold Trust +10.79 +16.77 +24.17 +39.20 +15.37 +12.06 +4.85
(*) 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 Portfolio: Dividend Yield page.

Historical Returns

Golden Butterfly Portfolio - Historical returns and stats.

GOLDEN BUTTERFLY PORTFOLIO
Last Update: 31 July 2020
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Period Returns
Jul 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+4.99%
0.00%
1 - 0
3M
+8.27%
0.00%
3 - 0
6M
+6.58%
-7.15%
Feb 2020 - Mar 2020
4 - 2
YTD
+7.94%
-7.15%
Feb 2020 - Mar 2020
5 - 2
1Y
+14.10%
9.63%
-7.15%
Feb 2020 - Mar 2020
10 - 2
3Y
+8.68%
annualized
7.90%
-7.15%
Feb 2020 - Mar 2020
27 - 9
5Y
+7.98%
annualized
7.16%
-7.15%
Feb 2020 - Mar 2020
43 - 17
10Y
+8.15%
annualized
6.75%
-7.15%
Feb 2020 - Mar 2020
83 - 37
MAX
01 Jan 1978
+10.08%
annualized
8.28%
-14.80%
Mar 2008 - Feb 2009
342 - 169

* Annualized St.Dev. of monthly returns

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Golden Butterfly Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+10.28% +49.49%
Jul 1982 - Jun 1983
-14.81%
Mar 2008 - Feb 2009
10.00%
2 Years
+9.93% +29.93%
Dec 1978 - Nov 1980
-3.82%
Mar 2007 - Feb 2009
1.84%
3 Years
+9.71% +22.31%
Aug 1984 - Jul 1987
+0.58%
Mar 2006 - Feb 2009
0.00%
5 Years
+9.66% +20.44%
Jul 1982 - Jun 1987
+3.16%
Apr 1998 - Mar 2003
0.00%
7 Years
+9.59% +17.47%
Apr 1979 - Mar 1986
+5.12%
Apr 2013 - Mar 2020
0.00%
10 Years
+9.45% +15.57%
Mar 1978 - Feb 1988
+6.15%
Mar 1999 - Feb 2009
0.00%
15 Years
+9.32% +13.54%
Dec 1978 - Nov 1993
+7.09%
Mar 1994 - Feb 2009
0.00%

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
+7.94% 1.3 -2.0 -5.3 6.0 1.5 1.7 5.0
2019
+18.03% 4.9 1.3 0.3 1.3 -1.8 4.8 0.6 2.4 0.1 1.2 0.6 1.3
2018
-4.03% 1.3 -2.6 0.6 -0.2 2.0 -0.3 0.5 1.3 -1.3 -3.9 1.0 -2.3
2017
+10.96% 1.4 2.0 -0.3 1.0 0.1 0.4 0.9 1.1 0.9 0.4 1.6 1.0
2016
+10.82% 0.0 3.4 2.9 1.5 -0.8 3.7 2.6 -0.7 0.1 -2.7 0.0 0.7
2015
-3.71% 2.2 -0.5 -0.2 -1.0 0.1 -1.4 -0.6 -1.7 -1.2 3.1 -0.9 -1.6
2014
+9.13% 0.7 3.2 -0.2 0.1 0.6 2.5 -2.0 2.8 -3.3 2.0 1.2 1.4
2013
+6.26% 1.4 -0.1 1.8 -0.1 -1.0 -2.8 3.6 -1.0 1.8 2.1 0.4 0.1
2012
+8.84% 4.8 0.1 0.2 0.3 -2.4 1.8 1.0 2.1 1.6 -1.5 0.7 0.1
2011
+8.86% -1.5 3.1 0.8 3.1 -0.2 -1.7 1.6 2.0 -3.0 4.7 0.9 -1.0
2010
+16.54% -0.8 2.2 2.3 3.7 -1.8 -1.0 1.3 0.6 4.2 1.4 0.7 2.9
2009
+10.77% -6.0 -4.4 3.1 3.3 2.8 -0.7 4.5 2.0 3.5 -1.5 5.0 -0.5
2008
-4.18% 0.9 0.2 -0.9 -0.2 0.7 -1.7 0.1 -0.2 -1.4 -10.3 2.9 6.6
2007
+9.58% 1.2 0.8 -0.1 1.8 0.8 -1.3 -0.8 1.4 3.1 2.5 -1.3 1.2
2006
+12.44% 4.2 0.1 1.3 2.3 -1.9 -0.8 0.6 1.4 0.1 2.4 3.0 -0.6
2005
+8.04% -1.2 1.2 -1.3 -0.3 1.9 2.3 0.9 0.5 0.8 -1.8 3.3 1.5
2004
+9.88% 0.6 1.2 1.8 -4.4 0.8 1.9 -1.6 1.8 1.9 1.4 3.5 0.8
2003
+18.85% -0.3 -1.5 -0.9 3.7 5.8 -0.2 -0.1 3.0 0.9 2.5 2.0 2.8
2002
+3.15% 1.0 1.0 1.8 1.5 0.4 -2.2 -4.7 1.8 -1.1 0.4 1.7 1.9
2001
+2.71% 1.9 -2.1 -2.9 2.8 1.3 0.6 0.3 -0.2 -2.7 1.6 1.2 1.4
2000
+6.88% -2.2 2.9 1.5 -1.1 -1.2 3.3 -0.3 3.3 -1.2 -0.4 -2.1 4.5
1999
+4.24% 0.6 -3.4 0.3 3.2 -1.3 1.7 -1.5 -1.2 2.6 0.9 0.6 1.9
1998
+8.03% 1.4 2.3 2.4 1.2 -2.1 1.4 -2.5 -6.4 4.8 1.7 2.4 1.7
1997
+13.09% 0.3 0.8 -2.5 1.4 3.9 2.1 3.8 -0.9 3.9 -1.8 0.5 1.2
1996
+8.18% 1.7 -0.6 0.1 0.5 1.2 -0.4 -2.2 1.6 2.1 1.4 3.0 -0.4
1995
+21.86% 0.9 2.7 1.9 1.5 2.8 1.9 1.4 1.3 1.7 -0.4 2.7 1.6
1994
-1.98% 1.2 -1.4 -2.4 -0.7 0.6 -0.9 1.6 1.7 -0.7 -0.4 -1.6 1.1
1993
+14.50% 1.8 1.1 1.9 0.2 2.5 1.4 1.8 0.9 -0.4 1.5 -1.4 2.5
1992
+9.15% 0.7 1.4 -1.6 0.0 1.3 -0.1 3.5 -1.4 1.6 -0.5 1.9 2.0
1991
+19.14% 1.8 3.4 1.6 1.1 2.0 -1.6 2.1 1.7 0.8 1.2 -1.4 5.1
1990
-2.51% -2.9 0.4 -1.1 -2.0 3.8 -0.2 0.4 -3.9 -0.9 -1.8 3.8 2.0
1989
+14.78% 2.0 -0.9 1.1 2.5 1.8 2.0 3.0 0.0 0.3 -0.4 2.3 0.1
1988
+9.18% 2.2 1.7 1.0 0.1 -0.3 2.7 -0.5 -1.1 1.2 1.8 -0.9 1.0
1987
+5.10% 5.6 2.7 1.5 -0.6 -0.2 2.0 2.5 1.0 -1.2 -9.2 -0.7 2.4
1986
+17.75% 2.1 4.8 5.3 0.2 1.2 2.6 -2.4 4.8 -1.5 0.4 0.4 -1.1
1985
+25.09% 4.6 -1.4 3.4 0.4 3.8 1.8 0.8 1.0 -1.9 2.7 4.2 3.5
1984
+3.75% 0.0 -0.9 -0.1 -0.9 -2.9 0.9 -0.8 5.5 1.1 1.4 0.3 0.4
1983
+11.13% 3.0 -0.7 2.1 5.0 0.8 0.9 -1.4 -0.5 2.2 -2.5 3.1 -1.2
1982
+28.31% -1.7 -2.1 -1.7 5.3 -2.1 -1.9 2.6 10.1 2.6 8.4 4.2 2.4
1981
-1.23% -3.5 -0.7 4.6 -2.0 2.1 -1.8 -2.1 -2.6 -2.4 5.1 5.1 -2.6
1980
+15.59% 6.7 -3.4 -10.7 7.6 5.4 7.1 0.2 0.8 1.7 -1.1 2.7 -0.9
1979
+38.92% 4.1 0.2 2.6 1.1 2.7 3.5 2.5 4.2 5.5 -6.5 5.8 8.4
1978
+13.30% -0.4 1.0 1.9 1.8 3.1 -0.2 4.6 4.1 0.5 -4.2 -3.4 4.2

* Note:
Portofolio Returns, up to December 2004, 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:

IJS - iShares S&P Small-Cap 600 Value: simulated historical serie, up to December 2000

VTI - Vanguard Total Stock Market: simulated historical serie, up to December 2001

TLT - iShares 20+ Year Treasury Bond: simulated historical serie, up to December 2002

SHY - iShares 1-3 Year Treasury Bond: simulated historical serie, up to December 2002

GLD - SPDR Gold Trust: simulated historical serie, up to December 2004

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