Golden Butterfly Portfolio
Balances growth and stability by equally weighting stocks, bonds, and gold.
CAGR
8.1%
Max Drawdown
-15.2%
Sharpe Ratio
0.95
Inception
2010-01-01
Performance
Asset Allocation
| Symbol | Name | Weight |
|---|---|---|
| VTI | US Total Stock Market | 20% |
| IWN | US Small Cap Value | 20% |
| TLT | US Long-Term Treasury | 20% |
| SHY | US Short-Term Treasury | 20% |
| GLD | Gold | 20% |
Strategy Rules
- •Rebalance annually or when allocation drifts ±5%
- •Dividends and interest are immediately reinvested
- •Prioritize tax-advantaged accounts where possible