Equal allocation across five asset classes for all-weather stability.
Risk Level
Low to Moderate
Rebalance Frequency
Annually
The Golden Butterfly divides equally across five uncorrelated asset classes, aiming for stability across all economic conditions. The small-cap value tilt provides a growth kicker, while gold and bonds protect against different types of economic stress.
The Golden Butterfly was developed by Tyler of PortfolioCharts.com as an improvement on Harry Browne's Permanent Portfolio. It adds small-cap value stocks for additional returns while maintaining the equal-weight simplicity.
Investors seeking stability with reasonable returns across all economic environments. Those who want a simple, equal-weight approach.
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