What is the Golden Butterfly Portfolio?
The Golden Butterfly Portfolio is a model portfolio that prioritizes consistently desirable investment growth by balancing economic conditions with an eye toward prosperity. Some might view this as a trendy choice likely to underperform, but the data tells a different story. The Golden Butterfly stands out as one of the best risk-adjusted portfolios. It offers a stable growth trajectory, aiding future estimates, and boasts high withdrawal rates, making it ideal for retirees. This makes it a reliable portfolio choice for both those accumulating wealth and those in retirement.
- Large Cap Blend
- Small Cap Value
- Long Term Bonds
- Short Term Bonds
- Gold
Golden Butterfly Porfolio Allocation
The Golden Butterfly Portfolio can be implemented with 5 ETFs. This portfolio has a medium risk, indicating it can undergo considerable value changes. If you’re looking to create positive growth on your money and build savings over time, you need to make smart investments that hedge against changing economic conditions. There are several investment strategies that can help you achieve these goals, and a popular one is through diversifying your portfolio, dividing your investments among balanced asset classes that can insulate you against recessions and drawdowns.
| ETF | Name | Weight |
|---|---|---|
| VTI | Vanguard Total Stock Market Index Fund ETF | 20% |
| AVUV | Avantis US Small Cap Value ETF | 20% |
| TLT | iShares 20+ Year Treasury Bond ETF | 20% |
| SHY | iShares 1-3 Year Treasury Bond ETF | 20% |
| GLD | SPDR Gold Shares | 20% |
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