Golden Butterfly

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.

 Original Overview /// How It Works

golden-butterfly

Asset Allocation

Localized portfolio versions are organized by home country

CANGERUKUSA
20%Total Stock MarketCAN-TSMGER-TSMUK-TSMUSA-TSM
20%Small Cap ValueUSA-SCVEUR-SCVEUR-SCVUSA-SCV
20%Long Term BondsCAN-LTGER-LTUK-LTUSA-LT
20%Short Term BondsCAN-STGER-STUK-STUSA-ST
20%GoldGLDGLDGLDGLD

Study your own interpretation with the My Portfolio tool

Performance

Change the home country to translate the portfolio to local assets, currency, and inflation