Introduction
We introduced the Butterfly Portfolio (BP) with a deeper, more technical piece than usual. This is the simplified version.
Why the Butterfly?
- Optimal risk-adjusted returns come from multi-asset portfolios
- The BP serves as the cornerstone of our proprietary risk tools
The Butterfly Blueprint:
- 20% Stocks
- 20% Bonds
- 20% Gold (fiat alternatives)
- 20% Hard Assets
- 20% Cash
Why BP Stands Out?
- A barbell approach to protect against extreme inflation and/or deflation
- Based on a 100-year back-test
BP vs. 60/40: The Results
- Here is the BP vs. 60/40 growth and volatility charts over the last 3 years (better returns and lower volatility):
Why It Matters:
- This is a risk management story — risk is opaque and complex, often overlooked in the decision-making process
- Having a baseline portfolio allows us to calculate and simplify risk tools
Next Steps:
- We have a new way to see and measure risk
- Our first tool is coming soon — the Multi-Asset Calculator
- For the first time, you’ll be able to see your risk
Build it. Live it. Protect it.
