06 All Weather (Ray Dalio) · co miesiąc
FundStatA simplified version of Ray Dalio's All Weather, as popularised by Tony Robbins. Parts are balanced by risk rather than by money, so bonds get the largest share. 30% iShares Core MSCI World (IWDA), 40% iShares $ Treasury Bond 20+yr (IDTL), 15% iShares $ Treasury Bond 7-10yr (CBU0), 7.5% iShares Physical Gold (IGLN), 7.5% iShares Diversified Commodity Swap (EXXY). 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. Dividends are reinvested with the next deposit. Commissions, currency spreads and tax on ETF sales are not included.
Holdings
| History | |||||||
|---|---|---|---|---|---|---|---|
40.43% | 1827 | -€937.97 | -12.86% | €6,353.23 | $3.50 | ||
29.53% | 1827 | +€1,588.39 | +52.05% | €4,640.15 | $93.35 | ||
14.86% | 1827 | +€49.20 | +2.15% | €2,334.37 | $147.66 | ||
8.03% | 1797 | +€381.31 | +43.30% | €1,261.84 | €25.40 | ||
6.96% | 1735 | +€437.33 | +66.65% | €1,093.52 | $45.03 | ||
0.19% | - | - | - | €29.90 | - |
iShares $ Treasury Bond 20+yr UCITS ETF USD (Dist)
iShares Core MSCI World UCITS ETF USD (Acc)
iShares VII PLC - iShares $ Treasury Bd 7-10y ETF USD Acc USD
iShares Diversified Commodity Swap UCITS ETF (DE)
iShares Physical Gold ETC
Cash (PLN)TWR
+7.59%
Benchmarking
| # | Instrument | Return | Diff |
|---|---|---|---|
| 1 | S&P 500SPY | +14.11% | +6.5 pp |
| 2 | 06 All Weather (Ray Dalio) · co miesiąc | +7.59% | BaseReference point |
Transaction History
CBU02026-10-01iShares VII PLC - iShares $ Treasury Bd 7-10y ETF USD Acc USDIDTL2026-10-01iShares $ Treasury Bond 20+yr UCITS ETF USD (Dist)
Cash2026-10-01CashCBU02026-09-01iShares VII PLC - iShares $ Treasury Bd 7-10y ETF USD Acc USDIDTL2026-09-01iShares $ Treasury Bond 20+yr UCITS ETF USD (Dist)Cash2026-09-01Cash