F
01 Jeden fundusz na cały świat · co miesiąc
FundStatThe simplest passive strategy: own the whole world in one fund and never sell. 100% iShares MSCI ACWI (ISAC), which holds about 2,500 large and mid-size companies from developed and emerging markets, weighted by size. Each monthly deposit buys more of the fund; nothing is ever sold, and the fund reinvests dividends itself. Assumptions: 1,000 PLN deposited on the first trading day of every month from 1 Nov 2021 to 1 Oct 2026 (60 deposits, 60,000 PLN in total), fractional units allowed. Commissions, currency spreads and tax on ETF sales are not included.
Portfolio value
€19,842+€6,250Total Gain
Investor Return
104.74%
+15.39%Annualized
Portfolio Performance
67.33%
+10.83%Annualized
Holdings
Data from day: Nov 02
| History | |||||||
|---|---|---|---|---|---|---|---|
99.80% | 1827 | +€6,254.66 | +46.16% | €19,803.32 | $81.85 | ||
0.20% | - | - | - | €38.79 | - |
99.80%
1827
+€6,254.66
+46.16%
€19,803.32
$81.85
0.20%
-
-
-
€38.79
-
01 Jeden fundusz na cały świat · co miesiąc
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Portfolio over time
TWR
+16.40%
01 Jeden fundusz na cały świat · co miesiąc
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Benchmarking
| # | Instrument | Return | Diff |
|---|---|---|---|
| 1 | 01 Jeden fundusz na cały świat · co miesiąc | +16.40% | BaseReference point |
| 2 | S&P 500SPY | +14.11% | -2.3 pp |
01 Jeden fundusz na cały świat · co miesiąc
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Transaction History
Date
Instrument
Type
BUY
$258.552.1226 @ $121.81
2026-10-01
BUY
2.1226
$121.81
$258.55


BUY
PLN 995.77258.55 @ PLN 3.85
2026-10-01


BUY
258.55
PLN 3.85
PLN 995.77
DEPOSIT
PLN 1,000.00PLN
2026-10-01
DEPOSIT
-
-
PLN 1,000.00


BUY
PLN 994.62265.75 @ PLN 3.74
2026-09-01


BUY
265.75
PLN 3.74
PLN 994.62
BUY
$265.752.1489 @ $123.67
2026-09-01
BUY
2.1489
$123.67
$265.75
DEPOSIT
PLN 1,000.00PLN
2026-09-01
DEPOSIT
-
-
PLN 1,000.00
BUY
$267.942.2013 @ $121.72
2026-08-03
BUY
2.2013
$121.72
$267.94


BUY
PLN 998.21267.94 @ PLN 3.73
2026-08-03


BUY
267.94
PLN 3.73
PLN 998.21
DEPOSIT
PLN 1,000.00PLN
2026-08-03
DEPOSIT
-
-
PLN 1,000.00


BUY
PLN 993.93264.78 @ PLN 3.75
2026-07-01


BUY
264.78
PLN 3.75
PLN 993.93
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