F

09 Portfel dywidendowy · co miesiąc

FundStat

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.

Valuation currency
Portfolio value
$20,902
+$5,952Total Gain
Investor Return
90.95%
+13.79%Annualized
Portfolio Performance
57.92%
+9.56%Annualized

Holdings

Data from day: Nov 02
History
51.39%
1827+$1,995.96+22.82%$10,740.69$73.17
48.43%
1827+$2,812.71+38.47%$10,123.26$67.42
0.18%
---$37.99-
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Portfolio over time

TWR

+21.90%

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Benchmarking

#InstrumentReturnDiff
1
09 Portfel dywidendowy · co miesiąc
+21.90%Base
2
S&P 500SPY
+10.80%-11.1 pp
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Transaction History

PLN logo
USD logo
USDPLN2026-10-01
BUY
PLN 614.79159.63 @ PLN 3.85
Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Distributing logo by BrandfetchVHYD2026-10-01
BUY
$159.631.7843 @ $89.47
PLN logo
USD logo
USDPLN2026-10-01
BUY
PLN 786.52204.22 @ PLN 3.85
SPDR® S&P US Dividend Aristocrats UCITS ETF Dis logo by BrandfetchUDVD2026-10-01
BUY
$204.222.516 @ $81.17
Cash logo by BrandfetchCash2026-10-01
DEPOSIT
PLN 1,000.00PLN
SPDR® S&P US Dividend Aristocrats UCITS ETF Dis logo by BrandfetchUDVD2026-09-29
DIVIDEND
$49.89USD
PLN logo
USD logo
USDPLN2026-09-29
SELL
PLN 191.7149.89 @ PLN 3.84
Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Distributing logo by BrandfetchVHYD2026-09-17
DIVIDEND
$55.36USD
PLN logo
USD logo
USDPLN2026-09-17
SELL
PLN 208.1155.36 @ PLN 3.76
PLN logo
USD logo
USDPLN2026-09-01
BUY
PLN 196.5752.52 @ PLN 3.74
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