AI Portfolio — Stable Growth, Powered by AI

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AI Portfolio
Principle: The first 90% of the portfolio keeps the same relative weights as Golden Butterfly + BTC (about 38% stocks, 38% bonds, 19% gold, 5% bitcoin—scaled to fit in 90%). The remaining 10% is a separate AI-managed portion: each month the model chooses how to invest it using only the seven core asset classes, without changing the anchor proportions. Performance metrics use the same layout as other classic portfolios; this month’s AI-managed allocation is spelled out below the table.
Portfolio Allocation Return Risk (max drawdown) Sharpe ratio
(20Y)
1D
 1M 1Y 5Y 20Y 1Y 5Y 20Y
10% AI-managed

This month’s allocation

The AI-managed 10% uses exactly two holdings each month: cash plus one selected asset from the seven core asset classes. Percentages are shares of that 10% and sum to 100%.

    20 years — AI Portfolio growth (stacked by allocation)

    $10k compounded on monthly closes, with a rebalance on the 1st of each month to the policy mix. There is no Bitcoin allocation before Jan 2018; that weight is spread across the other holdings until then. Between rebalances, each part drifts with its asset’s month; the AI-managed 10% band uses a neutral proxy (geometric mean of US stock, bond, and gold monthly moves). The stack height is the simulated portfolio total; bands are dollar amounts after each rebalance.

    Other Classic Portfolio
    Other proven strategies using low-cost ETFs.
    Portfolio Allocation Return Risk (max drawdown) Sharpe ratio
    (20Y)
    1D
    		 1M 1Y 5Y 20Y 1Y 5Y 20Y
    Show all portfolios ↓
    Compare how different portfolios would have grown since 2007.
    20-year growth paths from the same starting point.
    The 7 Core Asset Classes
    Every portfolio is built from these assets. Each asset shows its 20-year performance metrics plus several alternative ETFs.
    Asset Target
    ETF    		 Return Risk (max drawdown) Sharpe ratio
    (20Y)
    1D
    		 1M 1Y 5Y 20Y 1Y 5Y 20Y
    20-Year Total Return — All Assets