Golden Butterfly Portfolio
This Golden Butterfly is substantially different from most mainstream portfolios. With 40% bonds and 20% gold, the portfolio aims for short-term stability over long-term growth. This portfolio may be a poor choice for the average, long-term investor.
Other information about this portfolio.
This portfolio may not reflect the current view of the author.
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| Asset | Holding [%] |
|---|
IAU
iShares Gold Trust |
20 |
VT
Vanguard Total World Stock ETF |
20 |
AVUV
Avantis U.S. Small Cap Value ETF |
20 |
TLT
iShares 20+ Year Treasury Bond ETF |
20 |
SPSB
SPDR Portfolio Short Term Corporate Bond ETF |
20 |
|
Historical Summary
Mean annual return: 7.2
Min annual return: -11.6
Max annual return: 14.0
Table of Annual Returns
| Year | Return [%] |
|---|
| 2024 | 10.0 |
| 2023 | 13.2 |
| 2022 | -11.6 |
| 2021 | 10.3 |
| 2020 | 14.0 |
|
Historical growth
Misc. information
UpMyInterest did not find this portfolio attractive in our January 2022 review.
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Notes
- Returns assume dividend reinvestment.
- Returns assume continuous rebalancing.
- Vanguard index funds like VTI, VWO, etc. were used where a portfolio calls for US equities, emerging market equities, etc. There are other providers of analogous index funds.
Do your own research before selecting an index fund for your portfolio. We do not endorse Vanguard or receive any compensation from them.
Click here for other historical returns.
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