Matching the high return of the Total Stock Market with the low volatility of the Permanent Portfolio, the Golden Butterfly is a home-grown Portfolio Charts sample portfolio that combines some of the best features of other asset allocations into a stable and efficient investment strategy for accumulation and retirement alike.
Localized portfolio versions are organized by home country
|20%||Total Stock Market||CAN-TSM||GER-TSM||UK-TSM||USA-TSM|
|20%||Small Cap Value||USA-SCV||EUR-SCV||EUR-SCV||USA-SCV|
|20%||Long Term Bonds||CAN-LT||GER-LT||UK-LT||USA-LT|
|20%||Short Term Bonds||CAN-ST||GER-ST||UK-ST||USA-ST|
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Change the home country to translate the portfolio to local assets, currency, and inflation