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In today's video, we're going to analyze the Golden Butterfly portfolio, which is almost a hybrid of Ray Dalio’s all-weather portfolio which I reviewed earlier this year on this channel.
This will be similar to my other videos dissecting the lazy portfolio aka the 3 fund portfolio, and this golden butterfly portfolio is actually a lazy portfolio in and of itself, given your risk tolerance.
So Here’s a clue, this is a very risk-averse portfolio, and 60% of it contains investments that I probably wouldn’t recommend investing in today given the current macro environment.
However, as investors, we must keep an open mind and be open to hearing all different types of portfolios and seeing different types of investment philosophies in order to stay Sharp.
In this video, I’m going to explain what the Golden Butterfly portfolio is, what assets it contains, and some of its past performance which I think you'll be slightly surprised by.
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⏰ Timestamps ⏰:
0:00 - Intro
1:07 - What is The Golden Butterfly Portfolio
2:00 - What Assets Are Included?
2:40 - Golden Butterfly Breakdown
3:20 - Wealthfront Spot
5:15 - Portfolio Breakdown (con't)
9:40 - Golden Butterfly Backtest
15:19 - LOL
Marko - WhiteBoard Finance receives cash compensation from Wealthfront Advisers LLC (“Wealthfront Advisers”) for sponsored advertising materials. Marko - WhiteBoard Finance is not a client and this is a paid endorsement. Marko - WhiteBoard Finance and Wealthfront Advisers are not associated with one another and have no formal relationship outside of this arrangement. Nothing in this communication should be construed as a solicitation, offer, or recommendation, to buy or sell any security. Any links provided by Marko - WhiteBoard Finance are not intended to imply that Wealthfront Advisers or its affiliates endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise. Investment management and advisory services are provided by Wealthfront, an SEC registered investment adviser. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance.