9. The Golden Butterfly (Portfolio Charts)
Account$99,285
Return−0.72%
vs S&P 500+3.37%
Worst drop−1.56%
What it does
20% each in US stocks, US small companies, long bonds, short bonds and gold: a variation on Harry Browne's Permanent Portfolio described by the author of the Portfolio Charts site. Small-company value stocks are represented by a small-company fund. Back to equal parts once a year.
Account value
The Golden Butterfly (Portfolio Charts)S&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| GLD | 53 | $372.52 | $19,744 | 19.89% |
| IWM | 72 | $273.67 | $19,704 | 19.85% |
| SHY | 245 | $81.63 | $19,999 | 20.14% |
| SPY | 26 | $735.29 | $19,118 | 19.26% |
| TLT | 246 | $81.92 | $20,152 | 20.30% |
| Cash | $568 | 0.57% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | TLT | 246 | $81.01 | $19,928 | $9.96 |
| 2026-10-22 | Buy | SHY | 245 | $81.41 | $19,945 | $9.97 |
| 2026-10-22 | Buy | IWM | 72 | $274.81 | $19,786 | $9.89 |
| 2026-10-22 | Buy | GLD | 53 | $373.54 | $19,797 | $9.90 |
| 2026-10-22 | Buy | SPY | 26 | $766.37 | $19,926 | $9.96 |