Golden Butterfly — Fixed Allocation Portfolio
Five equal 20% slices: total market, small-cap value, long bonds, short bonds, and gold. Exceptional risk-adjusted returns.
Backtest Performance (1993-03-31 to 2026-04-07)
| Metric | Golden Butterfly |
|---|---|
| Compound Annual Growth Rate (CAGR) | 8.4% |
| Maximum Drawdown | -19.9% |
| Sharpe Ratio | 1.00 |
| Sortino Ratio | 1.33 |
| Annualized Volatility | 8.4% |
| Calmar Ratio | 0.42 |
| Total Return | 1335.8% |
| Backtest Period | 33.1 years |
Strategy Details
- Type
- Fixed / Strategic
- Rebalancing
- annual
- Risk Level
- moderate
- Variants
- 1
- Author
- Tyler (Portfolio Charts)
Categories
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