The Golden Butterfly Portfolio by Tyler prioritizes consistently desirable investment growth by balancing economic conditions with an eye towards prosperity.

Asset Allocation

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%	Asset Class
20%	Large Cap Blend Stocks
20%	Small Cap Value Stocks
20%	Long Term Bonds
20%	Short Term Bonds
20%	Gold

Performance

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

Author

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Overview

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The Golden Butterfly Portfolio is built on the idea of economic risk parity, similar to the Permanent Portfolio which shares four of its five assets. But while the Permanent Portfolio equally balances prosperity, recession, inflation, and deflation, the Golden Butterfly tilts the assets towards prosperity with an additional allocation to small cap value.

While to some that may seem like a trendy choice destined to underperform, the data reveals a remarkable truth. The Golden Butterfly is one of the best risk-adjusted portfolios out there, pairing the famous consistency of the Permanent Portfolio and the growth rates of far more aggressive options. With a tight band of growth paths that are helpful for future estimates and notably high withdrawal rates that are great for retirees, it’s a particularly dependable portfolio option suitable for both accumulators and retirees alike.

Featured Discussion

The Theory Behind the Golden Butterfly

Articles

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Insights that mention the Golden Butterfly Portfolio

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Books that Golden Butterfly investors might like

Discussion

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Alternatives

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Portfolios with a similar structure or design intent

Permanent Portfolio — The same fundamental portfolio without small cap value

All Seasons Portfolio — A similar investing philosophy built around economic risk parity

Pinwheel Portfolio — Another original idea designed for portfolio consistency