F
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 75,979+PLN 15,979Total Gain
Investor Return
56.49%
+9.36%Annualized
Portfolio Performance
32.72%
+5.82%Annualized
Holdings
Data from day: Nov 02
| History | |||||||
|---|---|---|---|---|---|---|---|
59.28% | 1827 | +PLN 15,034.77 | +50.10% | PLN 45,043.99 | $94.15 | ||
40.52% | 1827 | +PLN 858.94 | +2.87% | PLN 30,789.24 | $147.35 | ||
0.19% | - | - | - | PLN 146.16 | - |
iShares Core MSCI World UCITS ETF USD (Acc)59.28%
1827
+PLN 15,034.77
+50.10%
PLN 45,043.99
$94.15
iShares VII PLC - iShares $ Treasury Bd 7-10y ETF USD Acc USD40.52%
1827
+PLN 858.94
+2.87%
PLN 30,789.24
$147.35
Cash (PLN)0.19%
-
-
-
PLN 146.16
-
03 Klasyczny portfel 60/40 · co miesiąc
Powered byFundstat
Portfolio over time
TWR
+14.62%
03 Klasyczny portfel 60/40 · co miesiąc
Powered byFundstat
Benchmarking
| # | Instrument | Return | Diff |
|---|---|---|---|
| 1 | S&P 500SPY | +18.37% | +3.8 pp |
| 2 | 03 Klasyczny portfel 60/40 · co miesiąc | +14.62% | BaseReference point |
03 Klasyczny portfel 60/40 · co miesiąc
Powered byFundstat
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
1 / 29