F
04 Portfel Buffetta 90/10 · co miesiąc
FundStatBased on Warren Buffett's instruction for his estate: 90% in a low-cost S&P 500 fund and 10% in short-term government bonds. 90% iShares Core S&P 500 (CSPX), 10% iShares $ Treasury Bond 1-3yr (CBU3). 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 86,614+PLN 26,614Total Gain
Investor Return
98.12%
+14.64%Annualized
Portfolio Performance
66.72%
+10.75%Annualized
Holdings
Data from day: Nov 02
| History | |||||||
|---|---|---|---|---|---|---|---|
89.76% | 1827 | +PLN 25,904.99 | +49.97% | PLN 77,744.04 | $538.00 | ||
10.05% | 1797 | +PLN 623.16 | +7.71% | PLN 8,700.62 | $117.72 | ||
0.20% | - | - | - | PLN 169.20 | - |
89.76%
1827
+PLN 25,904.99
+49.97%
PLN 77,744.04
$538.00
10.05%
1797
+PLN 623.16
+7.71%
PLN 8,700.62
$117.72
0.20%
-
-
-
PLN 169.20
-
04 Portfel Buffetta 90/10 · co miesiąc
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Portfolio over time
TWR
+19.11%
04 Portfel Buffetta 90/10 · co miesiąc
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Benchmarking
| # | Instrument | Return | Diff |
|---|---|---|---|
| 1 | 04 Portfel Buffetta 90/10 · co miesiąc | +19.11% | BaseReference point |
| 2 | S&P 500SPY | +18.37% | -0.7 pp |
04 Portfel Buffetta 90/10 · co miesiąc
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Transaction History
Date
Instrument
Type
BUY
$28.280.2253 @ $125.51
2026-10-01
BUY
0.2253
$125.51
$28.28


BUY
PLN 108.9228.28 @ PLN 3.85
2026-10-01


BUY
28.28
PLN 3.85
PLN 108.92


BUY
PLN 884.62229.69 @ PLN 3.85
2026-10-01


BUY
229.69
PLN 3.85
PLN 884.62
BUY
$229.690.2792 @ $822.67
2026-10-01
BUY
0.2792
$822.67
$229.69
DEPOSIT
PLN 1,000.00PLN
2026-10-01
DEPOSIT
-
-
PLN 1,000.00
BUY
$44.650.3543 @ $126.02
2026-09-01
BUY
0.3543
$126.02
$44.65


BUY
PLN 167.1144.65 @ PLN 3.74
2026-09-01


BUY
44.65
PLN 3.74
PLN 167.11
BUY
$221.420.2684 @ $824.96
2026-09-01
BUY
0.2684
$824.96
$221.42


BUY
PLN 828.71221.42 @ PLN 3.74
2026-09-01


BUY
221.42
PLN 3.74
PLN 828.71
DEPOSIT
PLN 1,000.00PLN
2026-09-01
DEPOSIT
-
-
PLN 1,000.00
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