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

Asset Allocation

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


With growing popularity sometimes comes the occasional misunderstanding, and I’ve seen a few references lately that incorrectly attribute the Golden Butterfly to Ray Dalio. I’m not sure where that belief originated, but the Golden Butterfly is my own idea and I have absolutely no affiliation with Dalio. If you’re interested in something directly inspired by his investing ideas check out the All Seasons Portfolio.


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