Golden Butterfly Plus

A free Golden Butterfly core with tactical permanent-portfolio and momentum overlays.

Simple blend1xMonthly rebalancemoderateFree clone

Thesis

Keeps the familiar Golden Butterfly as the anchor, then adds a tactical Permanent Portfolio and a dual-momentum sleeve for adaptive equity and bond exposure.

Backtest

1987-12-31 to 2026-07-16

CAGR

8.6%

Years

38.6

Max Drawdown

-14.3%

Sharpe

1.27

Sortino

1.88

UPI

3.00

Calmar

0.60

Ulcer Index

2.87

Best Month

5.5%

Worst Month

-6.6%

Volatility

6.7%

Total Return

2310.0%

Longest DD (mo)

26 mo

Win Rate

68.5%

Profitable Months

68.5%

Current Allocation

VEU

BIL

SPY

IWN

TLT

IEI

GLDM

VEU25.0%

BIL22.5%

SPY16.5%

IWN9.0%

TLT9.0%

IEI9.0%

GLDM9.0%