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 8.28% compound annual return, with a 6.49% standard deviation (Last Update: August 2019).

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., Micro Cap
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
20.00 % GLD SPDR Gold Trust Commodity, Gold

Returns, capital growth, stats are calculated assuming a rebalancing of the portfolio at the beginning of each year (i.e. at every January 1st).

Historical Returns

Golden Butterfly Portfolio - Historical returns and stats:

Swipe left to see all data
Range Returns
Aug 2019
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+2.38%
0.00%
1 - 0
YTD
+14.32%
-1.83%
May 2019 - May 2019
7 - 1
1Y
+7.04%
8.86%
-6.37%
Sep 2018 - Dec 2018
8 - 4
3Y
+6.07%
annualized
6.05%
-6.37%
Sep 2018 - Dec 2018
27 - 9
5Y
+5.64%
annualized
6.21%
-6.37%
Sep 2018 - Dec 2018
39 - 21
10Y
+8.28%
annualized
6.49%
-6.37%
Sep 2018 - Dec 2018
80 - 40
MAX
Dec 2004
+7.63%
annualized
7.32%
-14.80%
Mar 2008 - Feb 2009
116 - 60

* Annualized St.Dev. of monthly returns

Best High Risk Porftolios, ordered by 10Y annualized return.

Portfolio 10Y Return ▾ #ETF Stocks Bonds Comm.
Simple Path to Wealth
JL Collins
+11.08% 2 75 25 0
Yale Endowment
David Swensen
+9.81% 6 70 30 0
Stocks/Bonds 60/40
+9.67% 2 60 40 0
Lazy
David Swensen
+8.92% 6 70 30 0
Coffee House
Bill Schultheis
+8.66% 7 60 40 0

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Golden Butterfly Portfolio: annualized rolling and average returns

Swipe left to see all data
Return (*)
Rolling Period Average Best Worst
1 Year
+7.68% +25.05%
Mar 2009 - Feb 2010
-14.81%
Mar 2008 - Feb 2009
2 Years
+7.54% +20.77%
Mar 2009 - Feb 2011
-3.82%
Mar 2007 - Feb 2009
3 Years
+7.42% +17.94%
Mar 2009 - Feb 2012
+0.58%
Mar 2006 - Feb 2009
5 Years
+7.78% +13.45%
Mar 2009 - Feb 2014
+4.40%
Jan 2014 - Dec 2018
7 Years
+7.93% +10.13%
Mar 2009 - Feb 2016
+5.29%
Jan 2012 - Dec 2018
10 Years
+7.72% +9.07%
Mar 2009 - Feb 2019
+6.83%
Feb 2006 - Jan 2016

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2019
+14.32% 4.9 1.3 0.3 1.3 -1.8 4.8 0.6 2.4
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