09 Portfel dywidendowy · co miesiąc

Companies with high dividends and long records of raising them, held for steady income. 50% Vanguard FTSE All-World High Dividend Yield (VHYD), 50% SPDR S&P US Dividend Aristocrats (UDVD). 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.