Golden Butterfly
A balanced portfolio combining growth, stability and real assets with a strong tilt toward small-cap value.
US Stocks20%
Small Cap Value20%
Long Bonds20%
Short Bonds20%
Gold20%
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A balanced portfolio combining growth, stability and real assets with a strong tilt toward small-cap value.
A globally diversified long-term portfolio combining broad equity exposure, a structural tilt toward technology, and stabilizing bond allocations.