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

  • 20% Total Stock Market
  • 20% Small Cap Value
  • 20% Long Term Bonds
  • 20% Short Term Bonds
  • 20% Gold

Performance

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Click on the asset acronyms for detailed information in each country