05 Portfel permanentny (Harry Browne) · co miesiąc
FundStatHarry Browne's portfolio for every economy: four equal parts for growth (stocks), deflation (long-term bonds), inflation (gold) and recession (cash-like bonds). 25% each in iShares Core S&P 500 (CSPX), iShares $ Treasury Bond 20+yr (IDTL), iShares Physical Gold (IGLN) and iShares $ Treasury Bond 1-3yr (CBU3). Each monthly deposit buys the parts that are below 25%. Every November the portfolio is checked and sold back to equal parts only when a part leaves the 15–35% band. 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. Dividends are reinvested with the next deposit. Commissions, currency spreads and tax on ETF sales are not included.
Holdings
| History | |||||||
|---|---|---|---|---|---|---|---|
25.79% | 1827 | -PLN 2,594.70 | -11.91% | PLN 19,192.90 | $3.48 | ||
25.56% | 1827 | +PLN 6,643.97 | +53.69% | PLN 19,019.51 | $521.35 | ||
24.91% | 1827 | +PLN 1,277.66 | +7.40% | PLN 18,536.63 | $117.22 | ||
23.54% | 1827 | +PLN 7,365.61 | +72.58% | PLN 17,514.46 | $42.76 | ||
0.19% | - | - | - | PLN 144.43 | - |
iShares $ Treasury Bond 20+yr UCITS ETF USD (Dist)
iShares Core S&P 500 UCITS ETF USD (Acc)
iShares VII PLC - iShares $ Treasury Bd 1-3y ETF USD Acc B
iShares Physical Gold ETC
Cash (PLN)TWR
+10.15%
Benchmarking
| # | Instrument | Return | Diff |
|---|---|---|---|
| 1 | S&P 500SPY | +18.37% | +8.2 pp |
| 2 | 05 Portfel permanentny (Harry Browne) · co miesiąc | +10.15% | BaseReference point |
Transaction History
CBU32026-10-01iShares VII PLC - iShares $ Treasury Bd 1-3y ETF USD Acc BIDTL2026-10-01iShares $ Treasury Bond 20+yr UCITS ETF USD (Dist)IGLN2026-10-01iShares Physical Gold ETC
Cash2026-10-01CashIDTL2026-09-01iShares $ Treasury Bond 20+yr UCITS ETF USD (Dist)CBU32026-09-01iShares VII PLC - iShares $ Treasury Bd 1-3y ETF USD Acc B