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



Asset Allocation



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


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

Real Assets

  • 20% Gold



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.