Last Update: 31 May 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 7.47% compound annual return, with a 6.62% 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

Portfolio and ETF Returns

The Golden Butterfly Portfolio guaranteed the following returns.

GOLDEN BUTTERFLY PORTFOLIO RETURNS (%)
Last Update: 31 May 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Golden Butterfly Portfolio +1.46 +1.92 +2.46 +12.77 +6.83 +6.16 +7.47
Components
IJS - iShares S&P Small-Cap 600 Value +2.55 -13.30 -24.94 -14.11 -3.46 +1.41 +8.08
VTI - Vanguard Total Stock Market +5.40 +2.65 -2.97 +11.28 +9.52 +9.14 +12.78
TLT - iShares 20+ Year Treasury Bond -1.76 +5.77 +17.58 +26.65 +12.25 +8.54 +8.43
SHY - iShares 1-3 Year Treasury Bond -0.08 +1.44 +3.08 +4.44 +2.52 +1.72 +1.24
GLD - SPDR Gold Trust +2.59 +9.79 +18.17 +32.09 +10.54 +7.38 +3.20
(*) 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 May 2020
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Period Returns
May 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+1.46%
0.00%
1 - 0
3M
+1.92%
-5.26%
Mar 2020 - Mar 2020
2 - 1
6M
+2.46%
-7.15%
Feb 2020 - Mar 2020
4 - 2
YTD
+1.15%
-7.15%
Feb 2020 - Mar 2020
3 - 2
1Y
+12.77%
9.57%
-7.15%
Feb 2020 - Mar 2020
10 - 2
3Y
+6.83%
annualized
7.47%
-7.15%
Feb 2020 - Mar 2020
27 - 9
5Y
+6.16%
annualized
6.94%
-7.15%
Feb 2020 - Mar 2020
41 - 19
10Y
+7.47%
annualized
6.62%
-7.15%
Feb 2020 - Mar 2020
82 - 38
MAX
01 Jan 1978
+9.95%
annualized
8.28%
-14.80%
Mar 2008 - Feb 2009
340 - 169

* 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
+10.68% 2 75 25 0 Compare
Stocks/Bonds 60/40
+9.37% 2 60 40 0 Compare
Yale Endowment
David Swensen
+8.78% 6 70 30 0 Compare
Talmud Portfolio
Roger Gibson
+8.72% 3 66.67 33.33 0 Compare
Edge Select Moderately Aggressive
Merrill Lynch
+8.50% 12 69 31 0 Compare

See all portfolios

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
10.04%
2 Years
+9.93% +29.93%
Dec 1978 - Nov 1980
-3.82%
Mar 2007 - Feb 2009
1.85%
3 Years
+9.72% +22.31%
Aug 1984 - Jul 1987
+0.58%
Mar 2006 - Feb 2009
0.00%
5 Years
+9.67% +20.44%
Jul 1982 - Jun 1987
+3.16%
Apr 1998 - Mar 2003
0.00%
7 Years
+9.61% +17.47%
Apr 1979 - Mar 1986
+5.12%
Apr 2013 - Mar 2020
0.00%
10 Years
+9.46% +15.57%
Mar 1978 - Feb 1988
+6.15%
Mar 1999 - Feb 2009
0.00%
15 Years
+9.33% +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
+1.15% 1.3 -2.0 -5.3 6.0 1.5
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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