F
04 Portfel Buffetta 90/10 · jednorazowo
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). Rebalanced once a year in November. Assumptions: a single 100,000 PLN deposit on 1 Nov 2016, no further deposits. Commissions, currency spreads and tax on ETF sales are not included.
Portfolio value
$93,120+$67,430Total Gain
Investor Return
262.48%
+13.73%Annualized
Portfolio Performance
262.48%
+13.73%Annualized
Holdings
Data from day: Nov 02
| History | |||||||
|---|---|---|---|---|---|---|---|
90.21% | 3653 | +$63,485.10 | +309.40% | $84,004.14 | $201.17 | ||
9.11% | 3653 | +$929.81 | +12.32% | $8,479.19 | $112.68 | ||
0.68% | - | - | - | $637.06 | - |
iShares Core S&P 500 UCITS ETF USD (Acc)90.21%
3653
+$63,485.10
+309.40%
$84,004.14
$201.17
iShares VII PLC - iShares $ Treasury Bd 1-3y ETF USD Acc B9.11%
3653
+$929.81
+12.32%
$8,479.19
$112.68
Cash (PLN)0.68%
-
-
-
$637.06
-
04 Portfel Buffetta 90/10 · jednorazowo
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Portfolio over time
TWR
+11.37%
04 Portfel Buffetta 90/10 · jednorazowo
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Benchmarking
| # | Instrument | Return | Diff |
|---|---|---|---|
| 1 | 04 Portfel Buffetta 90/10 · jednorazowo | +11.37% | BaseReference point |
| 2 | S&P 500SPY | +10.80% | -0.6 pp |
04 Portfel Buffetta 90/10 · jednorazowo
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Transaction History
Date
Instrument
Type
BUY
PLN 3,652.59990.56 @ PLN 3.69
2025-11-03
BUY
990.56
PLN 3.69
PLN 3,652.59
CBU32025-11-03BUY
$990.568 @ $123.82
2025-11-03
iShares VII PLC - iShares $ Treasury Bd 1-3y ETF USD Acc BBUY
8
$123.82
$990.56
CSPX2025-11-03SELL
$1,465.202 @ $732.60
2025-11-03
iShares Core S&P 500 UCITS ETF USD (Acc)SELL
2
$732.60
$1,465.20
SELL
PLN 5,402.781,465.2 @ PLN 3.69
2025-11-03
SELL
1,465.2
PLN 3.69
PLN 5,402.78
CBU32024-11-01BUY
$1,534.0013 @ $118.00
2024-11-01
iShares VII PLC - iShares $ Treasury Bd 1-3y ETF USD Acc BBUY
13
$118.00
$1,534.00
BUY
PLN 6,147.661,534 @ PLN 4.01
2024-11-01
BUY
1,534
PLN 4.01
PLN 6,147.66
SELL
PLN 4,885.021,218.94 @ PLN 4.01
2024-11-01
SELL
1,218.94
PLN 4.01
PLN 4,885.02
CSPX2024-11-01SELL
$1,218.942 @ $609.47
2024-11-01
iShares Core S&P 500 UCITS ETF USD (Acc)SELL
2
$609.47
$1,218.94
BUY
PLN 1,404.39335.16 @ PLN 4.19
2023-11-01
BUY
335.16
PLN 4.19
PLN 1,404.39
CBU32023-11-01BUY
$335.163 @ $111.72
2023-11-01
iShares VII PLC - iShares $ Treasury Bd 1-3y ETF USD Acc BBUY
3
$111.72
$335.16
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