Lemoney
Portfolios

Golden Butterfly

by lilmonk · shared 16 Sept 2026 · Published by Tyler (Portfolio Charts), 18 Apr 2016 · source

Open in the Lab

Weights

VTIVanguard Total Stock Market ETF20.0%IJSISHARES S&P SMALL-CAP 600 VALUE ETF 20.0%TLTiShares 20+ Year Treasury Bond ETF20.0%SHYiShares 1-3 Year Treasury Bond ETF20.0%GLDSPDR Gold Shares20.0%
  • VTIVanguard Total Stock Market ETF20.0%
  • IJSISHARES S&P SMALL-CAP 600 VALUE ETF 20.0%
  • TLTiShares 20+ Year Treasury Bond ETF20.0%
  • SHYiShares 1-3 Year Treasury Bond ETF20.0%
  • GLDSPDR Gold Shares20.0%

Performance

CAGR
+7.8%
Final value
$52k
Max drawdown
−19.1%
Volatility
8.5%
Sharpe
0.92
Sortino
1.38

Correlation

weekly returns
VTIIJSTLTSHYGLD
VTI·0.88−0.25−0.180.09
IJS0.88·−0.27−0.180.07
TLT−0.25−0.27·0.560.15
SHY−0.18−0.180.56·0.22
GLD0.090.070.150.22·

Growth of $10K

Long only · Fixed weights · annually · 2004-11-26 to 2026-10-09
$10k$20k$50k2007201020132016201920222025$52k
$52,100Oct 9, 2026
−9%−19%2007201020132016201920222025−18.9% · 2022-09
−3.8%Oct 9, 2026

Annual returns

* partial
through 2026-10-09