Portfolios›Golden Butterfly

Golden Butterfly

Moderate

by Tyler / Portfolio Charts

A twist on the Permanent Portfolio that tilts toward small-cap value stocks and long bonds, aiming for higher long-term returns while keeping drawdowns modest. Five equal 20% slices across uncorrelated assets.

MAX DRAWDOWN

-18%

historical worst

RECOVERY

13 mo

from max drawdown

AVG CRISIS RETURN

-9%

across 7 events

Holdings Allocation

5 assets
VTIUS Stocks (VTI)
20%
VBRSmall-Cap Value (VBR)
20%
TLTLong-Term Treasuries (TLT)
20%
SHVShort-Term Treasuries (SHV)
20%
GLDGold (GLD)
20%

Crisis Performance History

7 historical scenarios
2008 Global Financial Crisis
-15%
Rate Hike Cycle 2022
-14%
Dot-com Bust
-10%
COVID-19 Crash
-8%
Black Monday 1987
-8%
EU Debt Crisis 2011
-5%
Bond Massacre 1994
-2%

Returns = weighted portfolio peak-to-trough drawdown during each crisis period based on constituent ETF data.

PORTFOLIO STRESS TEST

Customize this portfolio

Adjust the Golden Butterfly weights, add your own holdings, and stress test against 18+ crisis scenarios — including hypothetical tail-risk events like China-Taiwan invasion and SWIFT cyber attack.

Run Portfolio Stress Test →

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Historical data is educational only. Not financial advice. Past crisis returns do not predict future performance.