Golden Butterfly Portfolio
Golden Butterfly Portfolio is a modified version of a Permanent Portfolio with additional exposure to small-cap value equities.
Golden Butterfly PortfolioAsset Allocation
Golden Butterfly PortfolioPerformance
The chart shows the growth of $10,000 invested in Golden Butterfly Portfolio in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $24,267 for a total return of roughly 142.67%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Golden Butterfly PortfolioReturns
As of Nov 30, 2022, the Golden Butterfly Portfolio returned -13.86% Year-To-Date and 6.23% of annualized return in the last 10 years.
| 1M | 6M | YTD | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Benchmark | 1.45% | -4.82% | -16.96% | -13.86% | 8.56% | 10.84% |
| Golden Butterfly Portfolio | 3.07% | -5.18% | -12.64% | -11.78% | 5.37% | 5.73% |
| Portfolio components: | ||||||
SHY iShares 1-3 Year Treasury Bond ETF | 0.25% | -2.06% | -4.28% | -4.51% | 0.52% | 0.49% |
TLT iShares 20+ Year Treasury Bond ETF | 5.61% | -13.28% | -29.90% | -30.83% | -2.08% | 0.34% |
VTI Vanguard Total Stock Market ETF | 1.37% | -4.07% | -17.07% | -14.85% | 9.77% | 12.57% |
IJS iShares S&P SmallCap 600 Value ETF | 1.86% | -2.21% | -7.09% | -5.91% | 6.04% | 11.03% |
GLD SPDR Gold Trust | 6.25% | -5.85% | -4.81% | -2.47% | 5.93% | -0.20% |
| Returns over 1 year are annualized | ||||||
Golden Butterfly PortfolioDividends
Golden Butterfly Portfolio granted a 1.32% dividend yield in the last twelve months.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.32% | 0.91% | 1.00% | 1.63% | 1.73% | 1.42% | 1.43% | 1.52% | 1.43% | 1.53% | 1.70% | 1.81% | 2.06% |
Golden Butterfly PortfolioDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Golden Butterfly PortfolioWorst Drawdowns
The table below shows the maximum drawdowns of the Golden Butterfly Portfolio. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Golden Butterfly Portfolio is 19.59%, recorded on Oct 20, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.59% | Nov 10, 2021 | 238 | Oct 20, 2022 | — | — | — |
| -15.83% | Feb 24, 2020 | 18 | Mar 18, 2020 | 53 | Jun 3, 2020 | 71 |
| -8.27% | Jan 23, 2015 | 249 | Jan 19, 2016 | 48 | Mar 29, 2016 | 297 |
| -7.97% | Aug 28, 2018 | 82 | Dec 24, 2018 | 36 | Feb 15, 2019 | 118 |
| -5.49% | May 9, 2013 | 34 | Jun 26, 2013 | 58 | Sep 18, 2013 | 92 |
| -5.26% | Aug 11, 2020 | 31 | Sep 23, 2020 | 34 | Nov 10, 2020 | 65 |
| -5.01% | Jan 29, 2018 | 9 | Feb 8, 2018 | 135 | Aug 22, 2018 | 144 |
| -4.97% | May 13, 2010 | 37 | Jul 6, 2010 | 48 | Sep 13, 2010 | 85 |
| -4.7% | Nov 9, 2011 | 12 | Nov 25, 2011 | 30 | Jan 10, 2012 | 42 |
| -4.51% | Jun 9, 2020 | 3 | Jun 11, 2020 | 27 | Jul 21, 2020 | 30 |
Golden Butterfly PortfolioVolatility Chart
Current Golden Butterfly Portfolio volatility is 8.59%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.