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

1985-01-01 to 2026-10-19

CAGR

9.7%

Years

41.7

Max Drawdown

-14.5%

Sharpe

0.89

Sortino

2.35

UPI

2.17

Calmar

0.66

Ulcer Index

2.98%

Best Month

7.3%

Worst Month

-9.2%

Volatility

7.1%

SWR

6.78%

PWR

5.62%

Total Return

4561.3%

Longest DD (mo)

26 mo

Win Rate

68.3%

Profitable Months

68.3%

Current Allocation

VEU

BIL

SPY

IWN

TLT

SHY

GLDM

VEU25.0%

BIL22.5%

SPY16.5%

IWN9.0%

TLT9.0%

SHY9.0%

GLDM9.0%