F

04 Portfel Buffetta 90/10 · co miesiąc

FundStat

Based 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.

Valuation currency
Portfolio value
PLN 86,651
+PLN 26,651Total Gain
Investor Return
98.27%
+14.65%Annualized
Portfolio Performance
66.79%
+10.76%Annualized

Holdings

Data from day: Nov 02
History
89.76%
1827+PLN 25,938.51+50.04%PLN 77,777.56$538.00
10.05%
1797+PLN 626.91+7.76%PLN 8,704.37$117.72
0.20%
---PLN 169.20-
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Portfolio over time

TWR

+19.17%

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Benchmarking

#InstrumentReturnDiff
1
04 Portfel Buffetta 90/10 · co miesiąc
+19.17%Base
2
S&P 500SPY
+18.37%-0.8 pp
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Transaction History

iShares VII PLC - iShares $ Treasury Bd 1-3y ETF USD Acc B logo by BrandfetchCBU32026-10-01
BUY
$28.280.2253 @ $125.51
PLN logo
USD logo
USDPLN2026-10-01
BUY
PLN 108.9228.28 @ PLN 3.85
PLN logo
USD logo
USDPLN2026-10-01
BUY
PLN 884.62229.69 @ PLN 3.85
iShares Core S&P 500 UCITS ETF USD (Acc) logo by BrandfetchCSPX2026-10-01
BUY
$229.690.2792 @ $822.67
Cash logo by BrandfetchCash2026-10-01
DEPOSIT
PLN 1,000.00PLN
iShares VII PLC - iShares $ Treasury Bd 1-3y ETF USD Acc B logo by BrandfetchCBU32026-09-01
BUY
$44.650.3543 @ $126.02
PLN logo
USD logo
USDPLN2026-09-01
BUY
PLN 167.1144.65 @ PLN 3.74
iShares Core S&P 500 UCITS ETF USD (Acc) logo by BrandfetchCSPX2026-09-01
BUY
$221.420.2684 @ $824.96
PLN logo
USD logo
USDPLN2026-09-01
BUY
PLN 828.71221.42 @ PLN 3.74
Cash logo by BrandfetchCash2026-09-01
DEPOSIT
PLN 1,000.00PLN
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