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 asset allocation for accumulation and retirement alike.

 Original Overview /// How It Works

 

golden-butterfly

Asset Allocation

Stocks

Domestic

  • 20% Total Stock Market
  • 20% Small Cap Value ¹

Bonds

  • 20% Long Term Bonds
  • 20% Short Term Bonds

Real Assets

  • 20% Gold

 

Notes

1) Countries other than the United States are modeled with local regional data instead of pure domestic data for these assets.  CAN uses USA funds, while GER & UK use EUR funds.