INTRO
The Butterfly Portfolio was the start and laid the foundation. Now it’s time to show the full system.
Wealth resilience isn’t about one great investment or one winning trade. It’s about structure. Layers. A strategy that adapts as the world changes.
At Charts & Parts, we call this The Wealth Stack – a layered roadmap for protecting and positioning your capital in an unstable world.
Let’s take a closer look at the layers — our C&P roadmap to deliver tools and solutions.
BUTTERFLY PORTFOLIO
Adaptive Wealth Foundation
What is it?
A multi-asset portfolio built to withstand every market regime — inflation, deflation, booms, busts, currency crises, demographic shifts, and wars. Inspired by Chris Cole’s Dragon Portfolio and a 100-year back-test, we’ve refined key elements to make it more accessible, customizable, and applicable in the real world.
How it works:
Five equal slices — 20% each: stocks, bonds, gold (fiat alternatives), hard assets (oil as our benchmark), and cash.
Why it matters: The Butterfly Portfolio is the base layer of our risk tools. It provides a balanced benchmark – an anchor we use to measure and normalize key risk metrics inside our Risk Compass. It resets the foundation and builds from balance, not bias.
RISK TOOLS: MULTI-ASSET CALCULATOR (MAC) & RISK COMPASS
Portfolio Structuring & Risk Assessment
What is it?
Two proprietary tools that help you SEE YOUR RISK.
How it works:
The MAC shows how your asset allocation has performed – on both price and volatility — compared to other portfolios and benchmarks.
The Risk Compass is a multi-factor model that measures your portfolio’s risk across several key dimensions.
Why it matters:
Most tools oversimplify risk. Ours breaks it down by design – clear, visual, and built for action. This is the first of its kind for the DIY crowd, with enough depth to challenge the $100T wealth management machine.
NEW VOL
Market Risk Meets Volatility Hedging
What is it?
A framework for redefining volatility. The core conclusion: volatility hedges belong outside the portfolio. We go deeper in our eBook, New Vol.
NEW VOL SUMMARY: New Vol bridges the gap between financial risk and the solution set of building personal resilience, as advocated by Peak Prosperity, helmed by Chris Martenson. By redefining volatility from a market decline to a systemic shock, the series proposes an insurance strategy approach to risk management. It suggests absorbing the smaller risks of a market correction while insuring against the larger risks through the accumulation of wealth across various buckets of capital (financial, material, social, cultural, time, living, emotional, and knowledge). This innovative hedge aims to provide enhanced protection and improved quality of life by recognizing that all buckets are important, not just the financial one.
New Vol 2.0: a follow-up missive to the eBook – shorter, sharper, and focused on real-world application.
Why it matters:
New Vol expands the definition of wealth. It shows that resilience is not just about money – it’s about building strength across all forms of capital. Because in the end, your most important assets are not on your balance sheet.
RESILIENCE COMPASS
Holistic Resilience Strategy
What is it?
A four-quadrant model that expands the concept of risk beyond markets — into life, security, adaptability, and community.
How it works:
The Resilience Compass breaks into four quadrants
Financial Defense → PRESERVE
Financial Offense → GROW
Non-Financial Defense → PROTECT
Non-Financial Offense → ADAPT
Each represents a distinct mindset and strategy set – and together, they form the framework for true resilience.