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03 Klasyczny portfel 60/40 · co miesiąc
FundStatThe standard balanced portfolio: stocks for growth, bonds to soften the falls. 60% iShares Core MSCI World (IWDA), 40% iShares $ Treasury Bond 7-10yr (CBU0). Each monthly deposit buys the funds that are below their target weight. Once a year in November the portfolio is also rebalanced if deposits alone did not bring it back. 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
PLN 75,971+PLN 15,971Total Gain
Investor Return
56.46%
+9.36%Annualized
Portfolio Performance
32.71%
+5.82%Annualized
Holdings
Data from day: Nov 02
| History | |||||||
|---|---|---|---|---|---|---|---|
59.28% | 1827 | +PLN 15,029.63 | +50.08% | PLN 45,038.85 | $94.15 | ||
40.52% | 1827 | +PLN 855.42 | +2.86% | PLN 30,785.72 | $147.35 | ||
0.19% | - | - | - | PLN 146.16 | - |
iShares Core MSCI World UCITS ETF USD (Acc)59.28%
1827
+PLN 15,029.63
+50.08%
PLN 45,038.85
$94.15
iShares VII PLC - iShares $ Treasury Bd 7-10y ETF USD Acc USD40.52%
1827
+PLN 855.42
+2.86%
PLN 30,785.72
$147.35
Cash (PLN)0.19%
-
-
-
PLN 146.16
-
03 Klasyczny portfel 60/40 · co miesiąc
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Portfolio over time
TWR
+14.61%
03 Klasyczny portfel 60/40 · co miesiąc
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Benchmarking
| # | Instrument | Return | Diff |
|---|---|---|---|
| 1 | S&P 500SPY | +18.37% | +3.8 pp |
| 2 | 03 Klasyczny portfel 60/40 · co miesiąc | +14.61% | BaseReference point |
03 Klasyczny portfel 60/40 · co miesiąc
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Transaction History
Date
Instrument
Type
BUY
PLN 306.9979.71 @ PLN 3.85
2026-10-01
BUY
79.71
PLN 3.85
PLN 306.99
CBU02026-10-01BUY
$179.141.2122 @ $147.78
2026-10-01
iShares VII PLC - iShares $ Treasury Bd 7-10y ETF USD Acc USDBUY
1.2122
$147.78
$179.14
IWDA2026-10-01BUY
$79.710.551 @ $144.66
2026-10-01
iShares Core MSCI World UCITS ETF USD (Acc)BUY
0.551
$144.66
$79.71
BUY
PLN 689.93179.14 @ PLN 3.85
2026-10-01
BUY
179.14
PLN 3.85
PLN 689.93
Cash2026-10-01DEPOSIT
PLN 1,000.00PLN
2026-10-01
CashDEPOSIT
-
-
PLN 1,000.00
IWDA2026-09-01BUY
$102.400.6978 @ $146.74
2026-09-01
iShares Core MSCI World UCITS ETF USD (Acc)BUY
0.6978
$146.74
$102.40
CBU02026-09-01BUY
$163.861.0748 @ $152.46
2026-09-01
iShares VII PLC - iShares $ Treasury Bd 7-10y ETF USD Acc USDBUY
1.0748
$152.46
$163.86
BUY
PLN 613.28163.86 @ PLN 3.74
2026-09-01
BUY
163.86
PLN 3.74
PLN 613.28
BUY
PLN 383.25102.4 @ PLN 3.74
2026-09-01
BUY
102.4
PLN 3.74
PLN 383.25
Cash2026-09-01DEPOSIT
PLN 1,000.00PLN
2026-09-01
CashDEPOSIT
-
-
PLN 1,000.00
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