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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
$19,270+$4,320Total Gain
Investor Return
64.21%
+10.42%Annualized
Portfolio Performance
34.11%
+6.04%Annualized
Holdings
Data from day: Nov 02
| History | |||||||
|---|---|---|---|---|---|---|---|
59.28% | 1827 | +$4,032.58 | +54.56% | $11,423.93 | $94.15 | ||
40.52% | 1827 | +$259.29 | +3.43% | $7,808.68 | $147.35 | ||
0.19% | - | - | - | $37.06 | - |
iShares Core MSCI World UCITS ETF USD (Acc)59.28%
1827
+$4,032.58
+54.56%
$11,423.93
$94.15
iShares VII PLC - iShares $ Treasury Bd 7-10y ETF USD Acc USD40.52%
1827
+$259.29
+3.43%
$7,808.68
$147.35
Cash (PLN)0.19%
-
-
-
$37.06
-
03 Klasyczny portfel 60/40 · co miesiąc
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Portfolio over time
TWR
+7.26%
03 Klasyczny portfel 60/40 · co miesiąc
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Benchmarking
| # | Instrument | Return | Diff |
|---|---|---|---|
| 1 | S&P 500SPY | +10.80% | +3.5 pp |
| 2 | 03 Klasyczny portfel 60/40 · co miesiąc | +7.26% | 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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